Connor Crockett has been an investment adviser representative at Kozak & Tripp Private Asset Management since May 2026, and is not listed among the firm’s executive officers or direct owners.
Kozak & Tripp Private Asset Management, Inc. is a Highlands Ranch, CO firm with $813M under management, 791 clients and 2 advisers in one office, as of its April 2026 filing.
- – present · under a yearHighlands Ranch, CO · Adviser representative · Firm CRD 298353
Investment adviser representative registrations
Connor Crockett is registered as an investment adviser representative in Colorado, since May 2026.
- ColoradoSince 25 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 May 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Connor David Crockett
- CRD
- 8139327
- Firm
- Kozak & Tripp Private Asset Management · CRD 298353
- Office
- 1805 SHEA CENTER DRIVE, SUITE 220, Highlands Ranch, CO 80129
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Connor Crockett work?
Connor Crockett is an investment adviser representative registered through Kozak & Tripp Private Asset Management, Inc. since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Connor Crockett a financial advisor?
Yes. Connor Crockett has a current investment-adviser registration in Colorado, through Kozak & Tripp Private Asset Management since May 2026.
How many years of experience does Connor Crockett have?
Connor Crockett has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Connor Crockett passed?
Connor Crockett passed the Series 65 in May 2026.
Where is Connor Crockett based?
Connor Crockett’s registered office is in Highlands Ranch, CO.
Is Connor Crockett registered with FINRA?
No. Connor Crockett has no current broker registration.
How can I verify Connor Crockett’s record?
Search CRD 8139327 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Connor Crockett’s full registration record.