Connor Ross Gaffney
Investment adviser representative at Advisory Alpha, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.4BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Advisory Alpha, LLCNov 2025 to now
- LPL Financial, LLCMar 2025 to Sep 2025
- Cg Advisory ServicesApr 2024 to Jul 2025
- Evangelista and AssociatesApr 2024 to Jul 2025
- Plante Moran Financial AdvisorsMar 2020 to Feb 2024
- Advisory Alpha LLCOct 2017 to Mar 2020
- Simplicity WealthOct 2017 to Mar 2020
- Corrigan Air & Sea CargoMay 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Advisory Alpha, LLC
$4.4BAssets managed
13,831Clients
66Advisers
15 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
- 7021850
- Firm CRD
- 158282