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Conner Fred Wagstaff

FN Realty Advisors LLC

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About Conner Fred Wagstaff

Conner Fred Wagstaff is a financial advisor who has been in the industry since November 1990. Currently, Conner is associated with FN Realty Advisors LLC and Envestnet Securities, Inc.. Conner is a Series 27, Series 99TO, and SIE licensed professional and has worked for a number of firms including PRAXESS SECURITIES, LLC, CBOE PRIVATE MARKETS, CAMPBELL FINANCIAL SERVICES, LLC, SA STONE WEALTH MANAGEMENT INC., STONEX FINANCIAL INC., INTL CUSTODY & CLEARING SOLUTIONS INC., STERNE, AGEE & LEACH, INC., WRP INVESTMENTS, INC., CUSO PARTNERS, LLC, NOLLENBERGER CAPITAL PARTNERS INC., WACHOVIA SECURITIES, INC., and WACHOVIA SECURITIES, INC.. Conner has held previous registrations in a number of states including Tennessee, New York, Maryland, Alabama, Ohio, California, Missouri, and North Carolina.

Firm Information

Conner Wagstaff is currently registered with FN Realty Advisors LLC. FN Realty Advisors LLC is a Limited Liability Company formed on February 7, 2023. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Conner Wagstaff’s Registration & Firm History

NJ

01/25/2024 - Present

FN Realty Advisors LLC (RED BANK NJ)

TN

01/26/2024 - 08/12/2024

PRAXESS SECURITIES, LLC (NASHVILLE TN)

NY

07/01/2024 - 07/18/2024

CBOE PRIVATE MARKETS (NEW YORK NY)

MD

05/20/2022 - 07/29/2022

CAMPBELL FINANCIAL SERVICES, LLC (BALTIMORE MD)

AL

05/14/2009 - 12/31/2021

SA STONE WEALTH MANAGEMENT INC. (Birmingham AL)

AL

07/06/2017 - 04/07/2021

STONEX FINANCIAL INC. (BIRMINGHAM AL)

AL

05/19/2009 - 09/04/2018

INTL CUSTODY & CLEARING SOLUTIONS INC. (BIRMINGHAM AL)

AL

11/22/2002 - 07/12/2017

STERNE, AGEE & LEACH, INC. (Birmingham AL)

OH

01/15/2015 - 07/15/2016

WRP INVESTMENTS, INC. (YOUNGSTOWN OH)

AL

05/14/2009 - 02/21/2012

CUSO PARTNERS, LLC (BIRMINGHAM AL)

CA

04/07/2011 - 07/12/2011

NOLLENBERGER CAPITAL PARTNERS INC. (SAN FRANCISCO CA)

MO

06/15/2002 - 12/18/2002

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

09/04/1990 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 08/30/1990

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Conner Fred Wagstaff.
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