Conner Darsee

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2014 → 12/2022
  Mechanics Bank
  Mansfield, OH
• 06/2020 → 12/2022
  Infinex Investments, Inc.
  Meriden, CT
• 12/2022 → Present
  Mechanics Bank
  Mansfield, OH
• 12/2022 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 12/2022 → Present
  Cetera Investment Advisers Llc
  Mansfield, OH

Previous Registrations

• 2021-01-28 → 2022-12-09
  Osaic Institutions, Inc.
  Mansfield, OH

Other Businesses

1. PROVIDING ASSISTANCE TO CLIENTS OPENING TRADITIONAL BANKING DEPOSITS 2. ASSITANT VICE PRESIDENT FOR MECHANICS BANK, ADMINISTERING ACCOUNTS IN TRUST DEPARTMENT AS AN AUTHORIZED OFFICER OF THE BANK AS CORPORATE TRUSTEE; 3. BOARD MEMBER AND TREASUER FOR YMCA OF NORTH CENTRAL OHIO, CHAIR OF RESOURCE COMMITTEE, DOES NOT HAVE ACCESS TO BANK ACCOUNTS, CHECK WRITING IN DUAL CAPACITY, 1/2/HR/WK; 4. BOARD TREASUER FOR IDEA WORKS, VIEW ONLY ACCESS TO BANK ACCOUNTS, CHECK WRITING IN DUAL CAPACITY, 1/2/HR/WK;