Connor Lucas Little

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2020 → Present
  Morgan Stanley
  Gilbert, AZ
• 06/2019 → 08/2019
  J.W. Marriott
  Scottsdale, AZ
• 08/2016 → 05/2020
  University Of Arizona
  Tucson, AZ

Other Businesses

I have a brokerage account through another firm, Robinhood, so it is investment-related. They are located at 85 Willow Road Menlo Park, CA 94025 USA. Robinhood is a financial services company that allows users commission-free trading. My relationship to the company is solely having an account through them. I don't devote time specifically to the business, only the investments in my account, which was opened on March 29, 2020. I spend approximately 1.5 hours throughout each day watching markets and prices of my own investments during trading hours. Totals up to about 30 hours per month, but this is on behalf of myself, not working in any capacity for Robinhood.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-26

Other Names

• Connor Little