Sean Michael Conner
Investment adviser representative at Ethos Capital Management, Inc.
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$155.4MFirm assets
Are you Sean Michael Conner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Ethos Capital Management, Inc.Sep 2024 to now
- N/aMar 2019 to Sep 2024
- Macquarie Investment Management (delaware Funds)Jul 2004 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Ethos Capital Management, Inc.
$155.4MAssets managed
181Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4475108
- Firm CRD
- 313145