Conor
Ussery

Pensionmark Financial Group, LLC

CRD#7269513
Investment Advisor
in New York, NY

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About this Advisor

Conor Ussery is a financial advisor based in New York, New York, working with Pensionmark Financial Group, LLC. Conor has previously held positions at Pensionmark Financial Group, LLC, Clemson University, Medalist Capital, and Trump National Golf Course. Conor has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Conor is part of Pensionmark Financial Group, LLC, which operates out of New York, New York. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15 West 38Th St.
New York, NY 10018

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$37,759,764,327

NY Average: $7,578,581,321
Total Number of Employees

324

NY Average: 43
Total Number of Accounts

11,973

NY Average: 3,727
Average Account Size

$3,153,743

NY Average: $2,033,427

Investment Advisory Services

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

Conor Ussery Work History

2021 - Present (3 years)

Pensionmark Financial Group, LLC

2020 - 2020 (< 1 year)

Pensionmark Financial Group, LLC

2019 - 2020 (1 year)

Clemson University

2019 - 2019 (< 1 year)

Medalist Capital

2018 - 2019 (1 year)

Clemson University

2018 - 2018 (< 1 year)

Pensionmark Financial Group, LLC

2016 - 2018 (2 years)

Trump National Golf Course

2011 - 2016 (5 years)

N/A

Disclosures

Please visit the SEC profile of Conor Ussery 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 Pensionmark Financial Group, LLC

Erik Berry
Rogers, AR
Andrea Mullins
Saint Petersburg, FL
James Vanke
Atlanta, GA
Kyle Bochat
Gainesville, GA
Robert Scherzer
Santa Barbara, CA
Clayton Boone
San Antonio, TX
Nicholas Russo
Pittsford, NY
William Alford
San Antonio, TX

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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