Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Shepard Fleming is a registered investment advisor representative with Stonebridge Advisors LLC. Connor has been with the firm since 2014 and is registered in Connecticut. Connor has passed the Uniform Investment Adviser Law Examination. Stonebridge Advisors LLC is a firm that provides portfolio management services to individuals, businesses, and investment companies. The firm has a client base of 4104 clients with assets under management of over $10 billion. The firm's clients are primarily individuals other than high-net-worth individuals and corporations. Connor is an experienced investment advisor who is committed to providing clients with personalized financial advice.
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.
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.
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.
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CT
01/16/2015 - Present
Stonebridge Advisors LLC (WILTON CT)
IA
Issued 01/15/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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