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Advisors / New Jersey / Wall
17yrs

Conor Egan

Financial advisor at MML Investors Services

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.

Wall, NJ 07719CFP®ChFCFiduciary advisor

At a glance

Experience17 years (since 2010)
How that compares ?More experience than 53% of advisors nationwide
Office1821 State Route 71 1st Floor North, Wall, NJ 07719
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state

Services through MML Investors Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2017 – now
  2. 2012 – 2017
    MSI Financial Services, Inc.Previously
  3. Nov 2010 – Aug 2012
    Cbiz Financial Solutions, Inc.Previously

Questions to ask Conor

Tailored to Conor’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

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.

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