Connor Lee Wasson
Investment adviser representative at Unique Wealth, LLC
12 yearsExperience
1 stateRegistered in
$965.6MFirm assets
5 yearsFirm in business
Are you Connor Lee Wasson? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Unique Wealth, LLCAug 2024 to now
- Global Retirement Partners, LLCSep 2023 to Jul 2024
- SofreshJan 2019 to May 2019
- Hb Retirement- LPL FinancialMay 2018 to Jul 2024
- University of TampaAug 2016 to Dec 2020
- Chartiers Country ClubApr 2014 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Unique Wealth, LLC
$965.6MAssets managed
846Clients
14Advisers
5 yearsIn 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
- 6961690
- Firm CRD
- 312462