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Conor William McKenna

CRC-IB

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About Conor William McKenna

Conor McKenna is a financial professional with over 20 years of experience in the industry. Conor McKenna is currently registered with CRC-IB, a firm with offices in New York, San Francisco and Westport, CT. Conor McKenna is a Series 7, Series 3, Series 24, Series 63, Series 79, Series 82 and SIE licensed professional, with a strong background in investment banking. Conor McKenna has previously worked for Seligman Advisors, Inc., WS Griffith Securities, Inc. and Sentra Securities Corporation. Conor McKenna is licensed in 32 states.

Firm Information

Conor McKenna is currently registered with CRC-IB. CRC-IB is a Limited Liability Company formed on January 14, 2011, and is registered in 36 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

16

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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Conor McKenna’s Registration & Firm History

NY

05/07/2012 - Present

CRC-IB (NEW YORK NY)

NY

04/13/2004 - 08/15/2007

SELIGMAN ADVISORS, INC. (NEW YORK NY)

CT

05/15/2001 - 08/30/2002

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

AZ

03/14/2001 - 04/11/2001

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

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Licenses & Designations

BC

Issued 05/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2017

Series 82 - Limited Representative-Private Securities Offerings

BC

Issued 05/04/2012

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/20/2010

Series 3 - National Commodity Futures Examination

BC

Issued 03/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Conor William McKenna.
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