Connor Alan Vlahos

Employer firm

Northcoast Asset Management LLC CRD 282241

$4.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 10/2017
  Fidelity Investments
  Westlake, TX
• 10/2017 → 07/2023
  E*Trade Securities Llc
  Dallas, TX
• 10/2017 → 07/2023
  E*Trade Capital Management Llc
  Dallas, TX
• 01/2023 → 07/2023
  Morgan Stanley
  Dallas, TX
• 07/2023 → 10/2023
  Conti Capital
  Dallas, TX
• 02/2024 → 06/2024
  Connectus Wealth
  Dallas, TX
• 10/2023 → 01/2024
  Unemployed
  Dallas, TX
• 06/2024 → Present
  Kovitz Investment Group Partners, Llc
  Dallas, TX

Previous Registrations

• 2024-06-03 → 2024-12-31
  Northcoast Asset Management Llc
  Dallas, TX
• 2024-02-12 → 2024-07-25
  Connectus Wealth
  Dallas, TX
• 2018-01-02 → 2023-08-14
  Harrisdirect Llc
  Dallas, TX
  Arlington, VA
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-12-30
• S63 Uniform Securities Agent State Law Examination
  2013-02-04

Other Names

• Connor Alan Vlahos
• Connor Alan Vlahos