Connor Albert Mccormick
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
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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
10 years in the industry.
- Equitable Advisors, LLCJul 2025 to now
- UnemployedJun 2025 to Jul 2025
- CountplusJun 2023 to Jul 2023
- Fine Wine and Good SpiritsDec 2022 to Jan 2023
- Saucon Valley Country ClubJun 2022 to Aug 2022
- Susquehanna UniversityAug 2021 to May 2025
- UnemployedJul 2021 to Aug 2021
- Giant Food StoreJan 2021 to Jul 2021
- Southern Lehigh High SchoolAug 2017 to Jun 2021
- Southern Lehigh Middle SchoolJun 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8120137
- Firm CRD
- 6627