CW
Connor D. Wilson
ELITEOME ADVISORS
Ellicott City, MD 21043
Some features on this profile are disabled
CRD#: 7843332
CW
Professional summary
Connor David Chan Wilson is a registered financial advisor currently at ELITE INCOME ADVISORS, INC. located in Ellicott City, Maryland.
Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Connor has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1.) Independent Insurance Agent; Investment Related; Ellicott City, MD; Start Date 05/2023; Approx. 80 hours/month with the majority of hours during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Connor David Chan Wilson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 9, 2024 - Present
ELITE INCOME ADVISORS, INC.
Office #1: 6011 University Boulevard Suite # 350, Ellicott City, MD 21043RIA
CRD#: 285429
Ellicott City, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EI
ELITE INCOME ADVISORS, INC.
ELITE INCOME ADVISORS, INC.
CRD#: 285429 / SEC#: 801-132873
RIA
Registered Investment Advisory firm - (5/29/2025 Approved)Delaware
Registered Investment Advisory firm - (6/10/2025 Terminated)Florida
Registered Investment Advisory firm - (6/4/2025 Terminated)Maryland
Registered Investment Advisory firm - (7/2/2025 Terminated)North Carolina
Registered Investment Advisory firm - (6/13/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/6/2025 Terminated)South Carolina
Registered Investment Advisory firm - (6/4/2025 Terminated)Texas
Registered Investment Advisory firm - (6/4/2025 Terminated)Virginia
Registered Investment Advisory firm - (6/5/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(1/9/2024)
Current Firm
EI
ELITE INCOME ADVISORS, INC.
ELITE INCOME ADVISORS, INC.
CRD#: 285429 / SEC#: 801-132873
RIA
Registered Investment Advisory firm - (5/29/2025 Approved)Delaware
Registered Investment Advisory firm - (6/10/2025 Terminated)Florida
Registered Investment Advisory firm - (6/4/2025 Terminated)Maryland
Registered Investment Advisory firm - (7/2/2025 Terminated)North Carolina
Registered Investment Advisory firm - (6/13/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/6/2025 Terminated)South Carolina
Registered Investment Advisory firm - (6/4/2025 Terminated)Texas
Registered Investment Advisory firm - (6/4/2025 Terminated)Virginia
Registered Investment Advisory firm - (6/5/2025 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
6011 University Boulevard Suite # 350, Ellicott City, MD 21043
Mailing Address
Phone number
(443) 274-3002
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,100 |
| AUM (Assets Under Management) | $ 150,103,195 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
