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Connor Lawrence McCormack

Osaic Wealth, Inc.

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About Connor Lawrence McCormack

Connor McCormack is a registered representative with Osaic Wealth, Inc. based in San Francisco, CA. Connor is active in the securities industry, working in the field for over 6 years. Connor is currently registered with FINRA as a Registered Representative and is also registered in CA. Connor has passed both the Series 7TO and SIE exams. In addition to being registered with Osaic Wealth, Inc., Connor is also employed by Old Mill Advisory Services, providing administrative services. Connor is an insurance agent offering health, disability, fixed annuities, long-term care insurance, and traditional life insurance.

Firm Information

Connor McCormack is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Connor McCormack’s Registration & Firm History

CA

01/24/2025 - Present

Osaic Wealth, Inc. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Connor Lawrence McCormack.
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