Michael
Conner

Kistler-Tiffany Advisors

CRD#5210004
Investment Advisor
in Berwyn, PA

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About this Advisor

Michael Conner is a chartered financial analyst based out of Berwyn, Pennsylvania with 15 years of industry experience. Conner currently works for Kistler-Tiffany Advisors. Over the course of their career, they have held roles at Kistler-Tiffany Companies, LLC, Kistler-Tiffany Advisors and Apw Capital, Inc. Conner has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania and Texas. Kistler-Tiffany Advisors is a registered investment business that has its headquarters in Berwyn, PA. The firm has offices in four locations and a total of 20 advisors. It has $992 million in assets under management across its 1,422 client accounts, making it one of the larger firms in the nation by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 1,422 customer accounts, 34% are held by high-net-worth individuals who have greater than $1 million in assets. Kistler-Tiffany Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. Fees charged by Kistler-Tiffany Advisors can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 Berwyn Park 920 Cassatt Road, Suite 205
Berwyn, PA 19312-1178

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Kistler-Tiffany Advisors Brokerage Details

Total Assets Under Management

$991,928,963

PA Average: $15,833,994,310
Total Number of Employees

20

PA Average: 41
Total Number of Accounts

1,422

PA Average: 3,342
Average Account Size

$697,559

PA Average: $4,737,880

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

Michael Conner Work History

Michael has been registered as a financial advisor for 15 years.*

2012 - Present (12 years)

Apw Capital, Inc

2007 - Present (17 years)

Kistler-Tiffany Advisors

2005 - Present (19 years)

Kistler-Tiffany Companies, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Conner 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 Kistler-Tiffany Advisors

Matthew Arnold
Berwyn, PA
Jaclyn Swavely
Berwyn, PA
Thomas Ryan
Berwyn, PA
Michael Fancher
Berwyn, PA
Andrew Reder
Berwyn, PA
Timothy Weir
Berwyn, PA
Michael Conner
Berwyn, PA
Alan Good
Berwyn, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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