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Robert John Cagliola

Connors Investor Services Inc

Wyomissing, PA

CRD 2152567

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Employer firm

Connors Investor Services Inc CRD 106993

$1.28B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Connors Investor Services Inc

1210 Broadcasting Road Suite 200, Wyomissing, PA 19610-3213 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2003-11-26
  • PA RA
    APPROVED
    Since 2003-11-26

Branch Locations

1210 Broadcasting Road Suite 200, Wyomissing, PA 19610-3213 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Connors Investor Services, Inc. Wyomissing PA 01/1999 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-07-14
  • S63 Uniform Securities Agent State Law Examination
    1993-07-14
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

ATLAS WEALTH PARTNERS LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

SEAN PATRICK MCCULLOUGH
MICHAEL JOSEPH JANVRIN
Kyle Hutchinson

Nearby Offices

ATLAS WEALTH PARTNERS LLC · WYOMISSING, PA
LPL FINANCIAL LLC · WYOMISSING, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WYOMISSING, PA

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