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Conor Patrick Coogan

Ep Wealth Advisors

Torrance, CA

Norwood, MA

CRD 6806017

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Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-13
CA RA APPROVED 2024-08-30
  • MA RA
    APPROVED
    Since 2024-11-13
  • CA RA
    APPROVED
    Since 2024-08-30

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

720 University Ave Suite 130, Norwood, MA 02062 • 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
Mass Mutual Life Insurance Company Boston MA 05/2017 08/2024
Mml Investors Services Boston MA 05/2019 08/2024
Unh Durham NH 09/2014 05/2017
Transwestern Wilmington MA 06/2016 01/2017
Baystate Financial (Mass Mutual) Boston MA 05/2017 08/2024
Ep Wealth Advisors, Llc Norwood MA 08/2024 07/2026
Ep Wealth Advisors, Llc Norwood MA 07/2026 Present
  • 05/2017 → 08/2024
    Mass Mutual Life Insurance Company
    Boston, MA
  • 05/2019 → 08/2024
    Mml Investors Services
    Boston, MA
  • 09/2014 → 05/2017
    Unh
    Durham, NH
  • 06/2016 → 01/2017
    Transwestern
    Wilmington, MA
  • 05/2017 → 08/2024
    Baystate Financial (Mass Mutual)
    Boston, MA
  • 08/2024 → 07/2026
    Ep Wealth Advisors, Llc
    Norwood, MA
  • 07/2026 → Present
    Ep Wealth Advisors, Llc
    Norwood, MA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
SOUTH BAY FINANCIAL PARTNERS
STRATOS WEALTH PARTNERS, LTD

Nearby Investors

DAWN KIM
RYAN BOMERSBACK
Jordan Luke Opre

Nearby Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA

More in Torrance, CA

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