Connor Jaymes Coyle

Current Employers

Employment History

• 02/2016 → 01/2020
  Morgan Stanley
  New York, NY
• 02/2016 → 04/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2020 → 06/2024
  Securities America, Inc.
  Pearl River, NY
• 01/2020 → 06/2024
  Securities America Advisors
  Pearl River, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Pearl River, NY

Previous Registrations

• 2020-01-06 → 2024-06-14
  Securities America Advisors, Inc.
  Pearl River, NY
  Pearl River, NY
  Goshen, NY
  Middletown, NY
• 2016-06-24 → 2020-01-03
  Morgan Stanley
  Purchase, NY
  New York, NY

Other Businesses

***PEARL RIVER CHAMBER OF COMMERCE POSITION: Volunteer NATURE: Member of Pearl River Chamber of Commerce INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2021 ADDRESS: P.O. Box 829, Pearl River NY 10965 DESCRIPTION: Participating as a volunteer for local Chamber of Commerce. ***DBA - Select Wealth Partners ***SAA POSITION: Investment Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/03/2020 ADDRESS: 3 North William Street, Pearl River NY 10965 DESCRIPTION: Solicit based on client needs ***INSURANCE SALES POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2020 ADDRESS: 3 North William Street, Pearl River NY 10965 DESCRIPTION: Solicit based on client needs ***SELECT WEALTH PARTNERS POSITION: Financial Advisor NATURE: Doing Business As (DBA): Select Wealth Partners INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2023 ADDRESS: 3 North William Street, Pearl River NY 10965 DESCRIPTION: Services provided include operating as a Financial Advisor through Securities America, providing investment advice through Securities America Advisors based on client needs, and insurance sales based on client needs. ***SELECT TAX & ACCOUNTING TEAM (STAT) POSITION: Officer/Director NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/25/2024 ADDRESS: 2354 State Route 17A, Goshen NY 10924, United States DESCRIPTION: Oversee the management and execution of the accounting practice. ***POA FOR MOTHER POSITION: Power of Attorney NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/07/2025 ADDRESS: 34 Normandy Village, Apt 5, Nanuet NY 10954, United States DESCRIPTION: As Power of Attorney for my mother, I have the authority to act on behalf of my mother to make financial decisions. ***SELECT WEALTH PARTNERS POSITION: Financial Advisor NATURE: Doing Business As (DBA): Select Wealth Partners INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2023 ADDRESS: 3 North William Street, Pearl River NY 10965, United States DESCRIPTION: Services provided include operating as a Financial Advisor through Osaic Wealth, Inc, providing investment advice through Osaic Advisory Services based on client needs, and insurance sales based on client needs. ***OSAIC ADVISORY SERVICES POSITION: Investment Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/03/2020 ADDRESS: 3 North William Street, Pearl River NY 10965, United States DESCRIPTION: Solicit based on client needs

Exams

• S66 Uniform Combined State Law Examination
  2016-06-23