Connor T. Ossorio
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Connor Thomas Ossorio, who also goes by Connor Ossorio, was a registered financial professional .
Connor is a previously registered financial professional and started their career in finance in 2024. Connor had worked at 2 firms and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 9, 2025 - May 22, 2026
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
June 3, 2024 - September 19, 2024
FLORIDA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
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Exams
Current Firm
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
CRD#: 329079 / SEC#: 801-135497
Contact information
Regulatory assets under management
| Total Number of Accounts | 630 |
| AUM (Assets Under Management) | $ 107,110,000 |
Red Flags
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