CG
CFP
CG
CFP

Connor Ross Gaffney

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
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Location

2723 S. State St., Suite 450, Ann Arbor, MI, 48104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Connor operates under the DBA Evangelista & Associates for his LPL business. This activity takes Connor full-time hours.

Employment History
Current Registrations
Advisory Alpha, LLC
November 2025 - Present · 3 mos
Previous Registrations
LPL Financial LLCBroker
March 2025 - September 2025 · 6 mos
Cg Advisory Services
June 2024 - July 2025 · 1 yr 1 mo
Plante Moran Financial Advisors
March 2020 - February 2024 · 3 yrs 11 mos
Simplicity Wealth
August 2019 - March 2020 · 7 mos
Advisory Alpha, LLC
October 2018 - March 2020 · 1 yr 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Connor Ross Gaffney - Financial Advisor | TrueAdvisor