Connor
Gallivan
Newedge Advisors
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About this Advisor
Connor Gallivan is a financial advisor based in Boston, Massachusetts, working with Newedge Advisors. Connor has previously held positions at Putnam Retail Management, Bay State Tent And Party Rental, Providence College, State Street Global Advisors, The Bulfinch Group, Guardian Life Insurance Company, Park Avenue Securities, Newedge Securities Inc, and Newedge Advisors. Connor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Connor is part of Newedge Advisors, which operates out of Boston, Massachusetts. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Connor Gallivan Work History
Newedge Securities Inc
Newedge Advisors
Guardian Life Insurance Company
Park Avenue Securities
The Bulfinch Group
Putnam Retail Management
State Street Global Advisors
Providence College
Bay State Tent And Party Rental
Providence College
Disclosures
Please visit the SEC profile of Connor Gallivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newedge Advisors
New Orleans, LA
New Orleans, LA
New Orleans, LA
Saint Simons Island, GA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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