Conor Wolchesky is a CFP-designated registered investment advisor, based in Bethesda, MD, with 11 years of industry experience.
Location
7550 Wisconsin Ave., Ste. 420, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Conor is a financial advisor and owner at Philleo Private Wealth Management, an associate/employee at Steward Partners Global Advisory, and an investment advisor representative at Steward Partners Investment Advisory LLC, dedicating minimal time to each. He is also a board member of the Sheridan-Kalorama Neighborhood Council, a non-profit, spending a few hours per week.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Morgan StanleyBroker
State Registrations36 states
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