Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K
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Location

51 Riverside Avenue, Westport, CT, 06880

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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

Conor is an investment advisor at August Wealth Advisors since May 2020, dedicating nearly full-time hours to this role. A significant portion of this time is during trading hours.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
December 2024 - Present · 1 yr 2 mos
State Registrations2 states
CTTX
Advisor
Exams
No exam information available for this advisor.