Unclaimed Profile

Eric Edward Conner

PEGASUS PARTNERS LTD.·MEQUON, Wisconsin

Series 65Clean record1 years registeredPEGASUS PARTNERS LTD.

1333 W. TOWNE SQUARE ROAD, MEQUON, WI 53092CRD# 7199646Firm CRD# 175206

Profile Verification

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

Identity

Eric Edward Conner · MEQUON, WI

Registration

CRD #7199646 · PEGASUS PARTNERS LTD. · 1 years registered

Brand Profile

Not yet started

Career History

LIDO

Jun 2025 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 24, 2025

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEGASUS PARTNERS LTD.

CRD 175206 · SEC 801-81049

AUM

$3.1B

Regulatory assets under management

Employees

3,329 client accounts

Services offered by PEGASUS PARTNERS LTD.

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 PEGASUS PARTNERS LTD. →

Introduction

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Frequently Asked Questions

What services does Eric Edward Conner offer?

Eric Edward Conner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MEQUON, Wisconsin for a consultation.

What are Eric Edward Conner's credentials?

Eric Edward Conner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Edward Conner located?

Eric Edward Conner is based in MEQUON, Wisconsin, working with PEGASUS PARTNERS LTD.. Their office serves clients in the MEQUON metropolitan area and surrounding communities.

How does Eric Edward Conner charge for services?

Eric Edward Conner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEGASUS PARTNERS LTD.?

PEGASUS PARTNERS LTD. has approximately 22 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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