CS
Connor M. Siegelski
ELWOOD & GOETZ
Watkinsville, GA
CRD#: 8132241
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CS
Connor Michael SiegelskiELWOOD & GOETZ
Professional summary
Connor Michael Siegelski is a registered financial advisor currently at ELWOOD & GOETZ located in Watkinsville, Georgia.
Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Connor has worked at 1 firm .
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Connor Michael Siegelski'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
July 28, 2025 - Present
ELWOOD & GOETZ
RIA
CRD#: 154839
Watkinsville, GA
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".
ELWOOD & GOETZ
ELWOOD & GOETZ | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
CRD#: 154839 / SEC#: 801-109935
RIA
Registered Investment Advisory firm - (2/8/2017 Approved)Georgia
Registered Investment Advisory firm - (3/2/2017 Terminated)Louisiana
Registered Investment Advisory firm - (2/20/2017 Terminated)Texas
Registered Investment Advisory firm - (2/17/2017 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.Highlighted states indicate IAR registrations
IAR
Georgia(7/28/2025)
Exams
Current Firm
ELWOOD & GOETZ
ELWOOD & GOETZ | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
CRD#: 154839 / SEC#: 801-109935
RIA
Registered Investment Advisory firm - (2/8/2017 Approved)Georgia
Registered Investment Advisory firm - (3/2/2017 Terminated)Louisiana
Registered Investment Advisory firm - (2/20/2017 Terminated)Texas
Registered Investment Advisory firm - (2/17/2017 Terminated)Loading...
Contact information
Main Address
687 S Milledge Ave, Athens, GA 30605
Mailing Address
Phone number
(706) 548-1025
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,954 |
| AUM (Assets Under Management) | $ 813,016,044 |
Red Flags
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