CD
CD

Conner Darsee

5 Years of Experience
Mansfield, OH
Broker

Conner Darsee is a registered investment advisor at Cetera Investment Advisers LLC, based in Mansfield, OH, with 5 years of industry experience. Conner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2 S Main Street, Mansfield, OH, 44902

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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

Conner provides assistance to clients opening traditional banking deposits. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2022 - Present · 3 yrs 5 mos
Cetera Investment Services LLCBroker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Infinex Investments, INC.
January 2021 - December 2022 · 1 yr 11 mos
Infinex Investments, INC.Broker
January 2021 - December 2022 · 1 yr 11 mos
State Registrations1 state
OH
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.