Connor Mickelsen (CRD# 6669488) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
CRD# 5779397
Madison Avenue Securities, LLC
CRD# 2485305
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5619105
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Foreside Financial Services, LLC | Newport Beach, CA | Oct 2023 - Current | < 1 |
Aristotle Capital Management, LLC | Newport Beach, CA | Mar 2023 - Current | 1 |
Imst Distributors, LLC | Newport Beach, CA | Apr 2023 - Oct 2023 | < 1 |
Capital Group | Irvine, CA | Mar 2020 - Mar 2023 | 3 |
Full Time Student | Newport Beach, CA | Jan 2013 - Mar 2020 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- AZ
- CA
- CO
-
Total Assets Under Management43,669MILLIONS
-
Total Number of Accounts5,998ACCOUNTS
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Average Account Value$7,280,581
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WY
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