Conning Investment Products, Inc.

Overview

Conning Investment Products, Inc. is a Broker Dealer and registered investment adviser based in Hartford, CT, registered since 2004. It reports $572M in assets under management across 9 accounts, with 8 employees. Its 33 registered representatives work across 5 branch offices in 4 states.

Reported AUM

$572M

Discretionary

100%

Accounts

9

Employees

8

Registered reps

33

Branch offices

5

Registered since

2004

Jurisdictions

12

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients

Fee structure

Percentage of Assets

Products and services

• Alternative Investments
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Other
• Private Placements

Executive officers 3 of 7

• Matthew Kenneth Daly President, Board Member, Head of Sales CRD 2638773
• Christopher M George Financial And Operations Principal CRD 6084415
• Jung Won Lee Managing Director, Chief Financial Officer, Chief Operating Officer CRD 2791334

4 more executive officers, with direct contact details

Registered reps 3 of 33

• Samantha Andreoli Registered Rep CRD 7859395
• Linwood Earle Bradford Jr. Registered Rep CRD 4179446
• Alexis Wyn Mcclellan Cameron Registered Rep CRD 7041181

30 more registered reps, with emails, phones and branch locations

Location

Headquarters

1 Financial Plz
Hartford, CT 06103

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Branch offices

5 in 4 states, including New York, NY, Boston, MA and Chicago, IL

Registrations

• SEC registered, corporation formed in Delaware
• Registered in 12 jurisdictions
• Website: conning.com

Every state, with registration dates

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