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Connor McIntire

Moelis & Co. LLC

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About Connor McIntire

Connor McIntire is an investment banking professional with over six years of experience in the financial services industry. Connor currently holds a Series 7, Series 79, and Series 63 license and is registered with Moelis & Co. LLC in Texas. Connor has prior experience working at Guggenheim Securities, LLC and Citigroup Global Markets Inc. Connor has a strong understanding of the capital markets and has a proven track record of success in providing investment banking services to clients.

Firm Information

Connor McIntire is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

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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Connor McIntire’s Registration & Firm History

TX

01/30/2024 - Present

Moelis & Co. LLC (HOUSTON TX)

TX

09/20/2022 - 01/08/2024

GUGGENHEIM SECURITIES, LLC (Houston TX)

TX

10/21/2021 - 08/22/2022

CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)

TX

08/08/2016 - 12/17/2020

BMO CAPITAL MARKETS CORP. (HOUSTON TX)

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Licenses & Designations

BC

Issued 08/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2016

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Connor McIntire.
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