Connor Michael Cassidy
Professional Summary
Connor Michael Cassidy is a registered financial advisor currently at MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC located in Chicago, Illinois. Connor is registered as a RR (Registered Representative) and started their career in finance in 2014. Connor has worked at 4 firms and has passed the SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC
Contact Information
Main Address
71 S. Wacker Drive 31st Floor, Chicago, IL 60606Mailing Address
71 S. Wacker Drive 31st Floor, Chicago, IL 60606Phone Number
(312) 726-0677Established
Delaware since 03/28/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (49 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Connor Michael Cassidy's CRS (Customer Relationship Summary).
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