Connor
Mcelroy

Pruco Securities, LLC

CRD#7765291
Investment Advisor
in Tampa, FL

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About this Advisor

Connor Mcelroy is a financial advisor based in Tampa, Florida, working with Pruco Securities, LLC. Connor has previously held positions at Pruco Securities LLC, Florida Southern College, Splash And Dash For Dogs Corporate, Splash And Dash For Dogs, Mcelroy Plumbing, Heating, And Hvac, John S. Burke Catholic High School, and The Prudential Insurance Company Of America. Connor has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Connor is part of Pruco Securities, LLC, which operates out of Tampa, Florida. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3030 North Rocky Point Drive West Suite 460
Tampa, FL 33607

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

FL Average: $10,121,009,343
Total Number of Employees

2,700

FL Average: 92
Total Number of Accounts

113,575

FL Average: 6,978
Average Account Size

$144,211

FL Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Connor Mcelroy Work History

2024 - Present (0 year)

The Prudential Insurance Company Of America

2023 - Present (1 year)

Pruco Securities LLC

2023 - 2023 (< 1 year)

Pruco Securities LLC

2022 - 2022 (< 1 year)

Splash And Dash For Dogs Corporate

2019 - 2023 (4 years)

Florida Southern College

2017 - 2023 (6 years)

Splash And Dash For Dogs

2015 - 2019 (4 years)

John S. Burke Catholic High School

2012 - 2023 (11 years)

Mcelroy Plumbing, Heating, And Hvac

Disclosures

Please visit the SEC profile of Connor Mcelroy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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