Christopher Connelly, financial advisor Greenville SC
81 score

Christopher Connelly

CRD Number: 4458247
Current Firm: Trustmont Advisory Group, Inc.

Christopher Connelly (CRD# 4458247) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greenville, SC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Novus Advisors, LLC Greenville, SC Mar 2011 - Current 5
Trustmont Financial Group, Inc. Greensburg, PA Aug 2010 - Current 6
Trustmont Advisory Group, Inc. Greensburg, PA Aug 2010 - Current 6
Bsi Capital Management Greenville, SC Mar 2010 - Current 6
Raymond James Financial Services Greenville, SC Mar 2010 - Aug 2010 < 1
Suntrust Investment Services, Inc. Atlanta, GA Jul 2006 - Mar 2010 3
Suntrust Bank Greenville, SC May 2006 - Mar 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S66 NASAA Uniform Combined State Law Examination Nov 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Christopher G. Connelly
Phone Number: 724-468-5665
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    439
    MILLIONS
  • Total Number of Accounts
    4,300
    ACCOUNTS
  • Average Account Value
    $102,093
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT

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BADGES
81

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