Unclaimed Profile

Scott Peter Conners

FLOWSTONE PARTNERS, LLC·AVON, Connecticut

SIE, Series 7, Series 63Clean record6 years registeredFLOWSTONE PARTNERS, LLC

55 NOD ROAD, SUITE 120, AVON, CT 06001CRD# 4881432Firm CRD# 301768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Peter Conners · AVON, CT

Registration

CRD #4881432 · FLOWSTONE PARTNERS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FLOWSTONE PARTNERS, LLC

CRESSET PARTNERS LLC

Jan 2020 – Apr 2021

AVON, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 11, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLOWSTONE PARTNERS, LLC

CRD 301768 · SEC 801-115230

AUM

$711M

Regulatory assets under management

Employees

1 client accounts

Services offered by FLOWSTONE PARTNERS, LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at FLOWSTONE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Peter Conners offer?

Scott Peter Conners specializes in Investment Management, Retirement Planning.

What are Scott Peter Conners's credentials?

Scott Peter Conners is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Peter Conners located?

Scott Peter Conners is based in AVON, Connecticut, last registered with FLOWSTONE PARTNERS, LLC.

How does Scott Peter Conners charge for services?

Scott Peter Conners's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLOWSTONE PARTNERS, LLC?

FLOWSTONE PARTNERS, LLC has approximately 7 employees and manages $711M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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