Connor Regan (CRD# 6763750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 5 years of experience in the finance industry.
CRD# 6146813
Dattilio & Ash Capital Management, LLC
CRD# 13336
Barrell Investment Group, Inc.
CRD# 5657309
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America N.a. | Boston, MA | Aug 2020 - Current | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | Jul 2020 - Current | 3 |
Hornor Townsend & Kent Inc. | Horsham, PA | Nov 2016 - Jun 2020 | 3 |
Travel/backpack | Cumberland, ME | Jun 2016 - Nov 2016 | < 1 |
Beepi.com | Los Altos, CA | Jun 2015 - Jun 2016 | 1 |
Bates College | Lewiston, ME | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- CT
- ME
- NH
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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