Connor William Gillis
Investment adviser representative at Mariner
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm 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
21 years in the industry.
- MarinerFeb 2025 to now
- Mariner Wealth AdvisorsFeb 2025 to now
- Rockefeller Financial LLCJan 2024 to Feb 2025
- Bank of America, N.A.Jun 2022 to Jan 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Jan 2024
- Blythefield Hills Baptist ChurchSep 2019 to Sep 2020
- Over the Top AsphaltApr 2019 to Sep 2019
- Rockford Lacrosse ClubMar 2018 to Jul 2019
- Mmm LandscapingMay 2017 to Nov 2018
- Rockford Public SchoolsSep 2005 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 7221085
- Firm CRD
- 140195