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Conor James Sen

Peachtree Creek Investments

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About Conor James Sen

Conor James Sen is a Registered Investment Advisor Representative associated with Peachtree Creek Investments. Conor holds the Series 65 license. Conor works in the state of Georgia and has been in the financial industry for over 8 years. Conor also works as a freelance writer for Bloomberg and has appeared on a few of their television and radio programs.

Firm Information

Conor Sen is currently registered with Peachtree Creek Investments. Peachtree Creek Investments is an investment advisor with 1 investment adviser representative. The firm manages $20,082,346 in regulatory assets under management for 38 clients. Peachtree Creek Investments provides financial planning and portfolio management services to individuals, investment companies, and other clients.

$20.08M

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.

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financial planning services

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

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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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Conor Sen’s Registration & Firm History

GA

08/14/2020 - Present

Peachtree Creek Investments (BROOKHAVEN GA)

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Licenses & Designations

IA

Issued 12/11/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/2015

Series 30 - NFA Branch Manager Examination

BC

Issued 04/22/2015

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Conor James Sen.
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