Connor Scott Buckley
Investment adviser representative at Petix & Botte Financial
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$411.9MFirm 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
Experience
12 years in the industry.
- Petix & Botte FinancialJul 2024 to now
- LPL FinancialJan 2021 to now
- Petix & Botte TaxJan 2021 to now
- Usd VistaJul 2019 to Mar 2020
- Ace ParkingMay 2019 to Mar 2020
- University of San DiegoSep 2018 to Jun 2022
- StudentJul 2014 to Sep 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Petix & Botte Financial
Legal name: Petix & Botte Company
$411.9MAssets managed
473Clients
4Advisers
12 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
- 7331305
- Firm CRD
- 170020