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Connor Fracassi is a registered investment advisor representative with Fisher Investments. Connor has experience in the financial industry and holds a Uniform Investment Adviser Law Examination (Series 65). Connor's specializations include investment advice related to retirement, college savings, insurance and fixed income strategies. Connor's employment history includes roles at Senior Planning Advisors, Marygrove Awnings, and John Carroll University. Connor has been registered in Florida and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/13/2025 - Present
Fisher Investments (Tampa FL)
Active
Inactive
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