Unclaimed Profile

Michael Andrew Conner

KISTLER-TIFFANY COMPANIES, LLC·BERWYN, Pennsylvania

SIE, Series 7, Series 66CFAClean record18 years registeredKISTLER-TIFFANY COMPANIES, LLC

200 BERWYN PARK, BERWYN, PA 19312-1178CRD# 5210004Firm CRD# 145256

Profile Verification

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

Identity

Michael Andrew Conner · BERWYN, PA

Registration

CRD #5210004 · KISTLER-TIFFANY COMPANIES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Sep 2023 – present

KISTLER-TIFFANY ADVISORS

Apr 2008 – Nov 2023

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 15, 2008

Years registered · 18

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KISTLER-TIFFANY COMPANIES, LLC

CRD 145256 · SEC 801-68502

AUM

$992M

Regulatory assets under management

Employees

1,422 client accounts

Services offered by KISTLER-TIFFANY COMPANIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KISTLER-TIFFANY COMPANIES, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Andrew Conner offer?

Michael Andrew Conner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.

What are Michael Andrew Conner's credentials?

Michael Andrew Conner holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Andrew Conner located?

Michael Andrew Conner is based in BERWYN, Pennsylvania, working with KISTLER-TIFFANY COMPANIES, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.

How does Michael Andrew Conner charge for services?

Michael Andrew Conner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KISTLER-TIFFANY COMPANIES, LLC?

KISTLER-TIFFANY COMPANIES, LLC has approximately 20 employees and manages $992M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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