Connors Investor Services Inc.

Connors Investor Services Inc. (CRD# 106993) is a financial advisory firm headquartered in Wyomissing, PA. They manage $937,543,800 in 568 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    938
    MILLION
  • Total Number of Accounts
    568
    ACCOUNTS
  • Average Account Value
    $1,650,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, LA, MD, MI, NC, NH, NJ, NY, PA, TX, VA, WV

Financial Advisors at Connors Investor Services Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Robert J. Cagliola
CRD#: 2152567
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610

Robert Cagliola (CRD# 2152567) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 27 years of experience in the finance industry.

2
Peter J. Connors
CRD#: 4342038
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610

Peter Connors (CRD# 4342038) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has 1 year of experience in the finance industry.

3
Debora M. Covell
CRD#: 4352781
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610

Debora Covell (CRD# 4352781) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 6 years of experience in the finance industry.

4
Robert W. Hahn
CRD#: 4307771
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610

Robert Hahn (CRD# 4307771) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has 1 year of experience in the finance industry.

5
Brian G. McCoy
CRD#: 2140182
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610

Brian McCoy (CRD# 2140182) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 29 years of experience in the finance industry.

6
Michael J. Noon
CRD#: 4322435
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610

Michael Noon (CRD# 4322435) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 8 years of experience in the finance industry.

7
Thomas R. Platt
CRD#: 2075737
Naples, FL

Thomas Platt (CRD# 2075737) is an Investment Advisor Representative working at Connors Investor Services Inc. in Naples, FL and has over 29 years of experience in the finance industry.

8
Steven E. Pottieger
CRD#: 1566879
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610

Steven Pottieger (CRD# 1566879) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 34 years of experience in the finance industry. Steven Pottieger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Steven Silverman
CRD#: 3070053
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610

Steven Silverman (CRD# 3070053) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 22 years of experience in the finance industry. Steven Silverman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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