Tyler ConnellyCRD Number: 5864039
Current Firm: Stifel, Nicolaus & Company, Incorporated
Tyler Connelly (CRD# 5864039) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Miami Beach, FL and has over 11 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Stifel Nicolaus & Co Inc.||Miami, FL||Jan 2022 - Current||1|
|Stifel Nicolaus & Co Inc.||New York, NY||Mar 2016 - Jan 2022||5|
|Morgan Stanley||New York, NY||Jun 2011 - Mar 2016||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management132,551MILLIONS
Total Number of Accounts334,814ACCOUNTS
Average Account Value$395,894
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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