Investment adviser representative · Marathon Financial Group
Connor J. Gallivan
CRD 6671714 · Boston, MA
At a glance
Connor J. Gallivan is an investment adviser representative with Marathon Financial Group in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Connor’s SEC record dates to 2020, about 6 years ago.
Current advisory firm
- Marathon Financial GroupSince October 2025Boston, MA · $308M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Connor’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Marathon Financial Group
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- Jonathan P. YeagerBoston
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