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CQ

Connor P. Quesenberry

VALMARK ADVISERS
WYOMISSING, PA 19610
Some features on this profile are disabled
CRD#: 8112192
CQ
Connor Paul QuesenberryVALMARK ADVISERS

Professional summary

Connor Paul Quesenberry, who also goes by Connor P Quesenberry, Connor Quesenberry, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Wyomissing, Pennsylvania and VALMARK SECURITIES, INC. located in Wyomissing, Pennsylvania.

Connor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Connor has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Aliases

Connor P Quesenberry | Connor Quesenberry

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor Paul Quesenberry's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 8, 2026 - Present

VALMARK ADVISERS, INC.

Office #1: 955 Penn Avenue, Wyomissing, PA 19610
RIA
CRD#: 108050
WYOMISSING, PA
Current

February 25, 2026 - Present

VALMARK SECURITIES, INC.

Office #1: 955 Penn Avenue, Wyomissing, PA 19610
BD
CRD#: 31243
WYOMISSING, PA
Past

September 8, 2025 - February 20, 2026

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA
Registered Investment Advisory firm - (5/29/1998 Approved)
Wyoming
Registered Investment Advisory firm - (8/11/2017 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(2/25/2026)
IAR
Pennsylvania
(7/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/7/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/25/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/8/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/18/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA
Registered Investment Advisory firm - (5/29/1998 Approved)
Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)
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Contact information

Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
280

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (2/24/2026)
VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (2/24/2026)

Regulatory assets under management

Total Number of Accounts20,881
AUM (Assets Under Management)$ 10,166,311,019

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.

Company Information

VALMARK ADVISERS, INC.

CRD#: 108050Wyomissing, PA 19610

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