Connors Investor Services Inc.

Connors Investor Services Inc. (CRD# 106993) is a financial advisory firm headquartered in Wyomissing, PA. They manage $660,370,230 in 454 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610
http://www.connorsinvestor.com
By the Numbers
  • Total Assets Under Management
    660
    MILLION
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $1,454,560
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
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, DE, FL, GA, IL, KY, LA, MA, MD, MI, NC, NH, NJ, NY, PA, TX, VA, VT

Financial Advisors at Connors Investor Services Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Robert Cagliola, financial advisor Wyomissing PA
Robert J. Cagliola
CRD#: 2152567
1100 Berkshire Blvd., 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 23 years of experience in the finance industry.

2
Robert Leayman, financial advisor Wyomissing PA
Robert C. Leayman
CRD#: 865666
1100 Berkshire Blvd., 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 36 years of experience in the finance industry.

3
Brian McCoy, financial advisor Wyomissing PA
Brian G. McCoy
CRD#: 2140182
1100 Berkshire Blvd., 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 26 years of experience in the finance industry.

4
Steven Silverman, financial advisor Wyomissing PA
Steven Silverman
CRD#: 3070053
1100 Berkshire Blvd., 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 19 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.

5
Thomas Platt, financial advisor Naples FL
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 26 years of experience in the finance industry.

6
Steven Pottieger, financial advisor Wyomissing PA
Steven E. Pottieger
CRD#: 1566879
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610
93
Wealthminder
score

Steven Pottieger (CRD# 1566879) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 30 years of experience in the finance industry.

7
Ronald Seher, financial advisor Wyomissing PA
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.

8
Peter Connors, financial advisor Wyomissing PA
Peter J. Connors
CRD#: 4342038
1100 Berkshire Blvd., 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.

9
Michael Noon, financial advisor Wyomissing PA
Michael J. Noon
CRD#: 4322435
1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610
90
Wealthminder
score

Michael Noon (CRD# 4322435) 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.

10
James Connors, financial advisor Wyomissing PA
James M. Connors
CRD#: 4338621
1100 Berkshire Blvd., Wyomissing, PA 19610
67
Wealthminder
score

James Connors (CRD# 4338621) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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