Connors Investor Services Inc.

Connors Investor Services Inc. (CRD# 106993) is a financial advisory firm headquartered in Wyomissing, PA. They manage $719,165,535 in 487 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    719
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $1,476,726
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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, CO, CT, FL, GA, IL, LA, MD, MI, NC, NH, NJ, NY, PA, TX, VA, WV

Financial Advisors at Connors Investor Services Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Robert J. Cagliola
CRD#: 2152567
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610
96
Wealthminder
score

Robert Cagliola (CRD# 2152567) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 24 years of experience in the finance industry.

2
Robert C. Leayman
CRD#: 865666
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610
96
Wealthminder
score

Robert Leayman (CRD# 865666) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 37 years of experience in the finance industry.

3
Brian G. McCoy
CRD#: 2140182
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610
96
Wealthminder
score

Brian McCoy (CRD# 2140182) 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.

4
Steven E. Pottieger
CRD#: 1566879
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610
96
Wealthminder
score

Steven Pottieger (CRD# 1566879) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 31 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.

5
Steven Silverman
CRD#: 3070053
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610
96
Wealthminder
score

Steven Silverman (CRD# 3070053) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 20 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.

6
Michael J. Noon
CRD#: 4322435
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610
93
Wealthminder
score

Michael Noon (CRD# 4322435) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 5 years of experience in the finance industry.

7
Thomas R. Platt
CRD#: 2075737
Naples, FL
93
Wealthminder
score

Thomas Platt (CRD# 2075737) is an Investment Advisor Representative working at Connors Investor Services Inc. in Naples, FL and has over 27 years of experience in the finance industry.

8
Ronald H. Seher
CRD#: 418078
1100 Berkshire Blvd., Wyomissing, PA 19610
93
Wealthminder
score

Ronald Seher (CRD# 418078) 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.

9
Peter J. Connors
CRD#: 4342038
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610
90
Wealthminder
score

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.

10
Debora M. Covell
CRD#: 4352781
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610
90
Wealthminder
score

Debora Covell (CRD# 4352781) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 4 years of experience in the finance industry.

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