Conner Cyrus Beres
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Conner Cyrus Beres? 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 feeCommissionsOther
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
13 years in the industry.
- Raymond James Financial Services Advisors, IncSep 2026 to now
- Raymond James Financial Services, Inc.Nov 2024 to now
- The Legend At BrandybrookApr 2023 to Nov 2024
- Equitable Advisors LLCApr 2023 to Jul 2023
- UnemployedDec 2022 to Apr 2023
- The Legend At BrandybrookApr 2021 to Nov 2022
- University of Wisconsin - WhitewaterSep 2018 to Dec 2022
- Broadlands Golf ClubMay 2018 to Sep 2018
- Bill's TreesOct 2016 to Dec 2022
- Kettle Moraine High SchoolApr 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7732178
- Firm CRD
- 149018