Conor Egan is a fiduciary financial advisor in Wall, New Jersey, with 17 years in the industry. After five years at MSI Financial Services and two years at Cbiz Financial Solutions, Conor joined MML Investors Services in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Conor’s designations include CFP® and ChFC.
One of 162 advisors with offices in Wall, and one of 148 fiduciaries.
At a glance
Services through MML Investors Services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowMML Investors Services, LLCCurrent firm
- 2012 – 2017MSI Financial Services, Inc.Previously
- Nov 2010 – Aug 2012Cbiz Financial Solutions, Inc.Previously
Contact Conor
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Conor. 1821 State Route 71 1st Floor NorthWall, NJ 07719Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Conor
Tailored to Conor’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Conor
How do I contact Conor?
Call MML Investors Services at (413) 226-0000 and ask for Conor Egan. Conor works from the Wall, NJ office.
How long has Conor been a financial advisor?
Conor has been in the industry since 2010, about 17 years. More experience than 53% of advisors nationwide.
What licenses does Conor hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Conor a fiduciary?
Conor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Conor paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Conor for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.