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Connor Macho

Investment adviser representative at Tarbox Family Office in Newport Beach, CA

Investment adviser registrationUpdated

Connor Macho is an investment adviser representative at Tarbox Family Office, Inc., an investment adviser managing $954M, and works from its Newport Beach, CA office. Connor Macho has been registered through Tarbox Family Office since 2 August 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Connor Macho has been an investment adviser representative at Tarbox Family Office since August 2025, and is not listed among the firm’s executive officers or direct owners.

Tarbox Family Office, Inc. is a Newport Beach, CA firm with $954M under management, 230 clients and 6 advisers in one office, as of its March 2026 filing.

  1. – present · 1 year
    Newport Beach, CA · Adviser representative · Firm CRD 106079

Credentials and registrations

Investment adviser representative registrations

Connor Macho is registered as an investment adviser representative in California, since August 2025.

  • CaliforniaSince 2 August 2025

Examinations

Series 651 August 2025
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Connor Michael Macho
CRD
8136990
Firm
Tarbox Family Office · CRD 106079
Office
500 NEWPORT CENTER DRIVE, STE 500, Newport Beach, CA 92660
Registration
Investment adviser registration
In the industry since
August 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Connor Macho work?

Connor Macho is an investment adviser representative registered through Tarbox Family Office, Inc. since August 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Connor Macho a financial advisor?

Yes. Connor Macho has a current investment-adviser registration in California, through Tarbox Family Office since August 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Connor Macho have?

Connor Macho has 1 year in the financial industry, since August 2025, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Connor Macho passed?

Connor Macho passed the Series 65 in August 2025.

Source: IAPD individual record, checked 24 October 2026

Where is Connor Macho based?

Connor Macho’s registered office is in Newport Beach, CA.

Source: IAPD individual record, checked 24 October 2026

Is Connor Macho registered with FINRA?

No. Connor Macho has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Connor Macho’s record?

Search CRD 8136990 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Connor Macho’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Tarbox Family Office

Sources

  1. IAPD individual record, CRD 8136990, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Tarbox Family Office, Inc., filed 26 March 2026. Executive officers and direct owners; this person is not among them.