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Conner Haberman

3 Years of Experience
Pittsburgh, PA
1 DisclosureBroker

Conner Haberman is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Pittsburgh, PA, with 3 years of industry experience. Conner is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

368 Butler St, Pittsburgh, PA, 15223

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History

Regulatory History (1)
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Criminal
May 2026
Final Disposition
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2026 - Present · 9 mos
Cambridge Investment Research, INC.Broker
June 2023 - Present · 3 yrs 4 mos
State Registrations4 states
AZPATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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