Connor
Gaffney
Cg Advisory Services
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About this Advisor
Connor Gaffney is a financial advisor based in Ann Arbor, Michigan, working with Cg Advisory Services. Connor has previously held positions at Advisory Alpha LLC, Corrigan Air & Sea Cargo, Simplicity Wealth, Plante Moran Financial Advisors, Evangelista And Associates, and Cg Advisory Services. Connor has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Connor is part of Cg Advisory Services, which operates out of Ann Arbor, Michigan. The firm has 25 offices and 130 employees. The firm manages assets totaling $3.2 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, selection of other advisers, and educational seminars. The fee structure at Cg Advisory Services includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cg Advisory Services Brokerage Details
$3,215,431,631
130
17,241
$186,499
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
- Educational seminars/workshops
Connor Gaffney Work History
Evangelista And Associates
Cg Advisory Services
Plante Moran Financial Advisors
Advisory Alpha LLC
Simplicity Wealth
Corrigan Air & Sea Cargo
Disclosures
Please visit the SEC profile of Connor Gaffney 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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