Brett Connolly, financial advisor Palm Beach Gardens FL

Brett Connolly

CRD Number: 4291740
Current Firm: Money Concepts Advisory Service

Brett Connolly (CRD# 4291740) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Money Concepts Capital Copr Palm Beach Gardens, FL Jan 2018 - Current 2
Essex Securities LLC Danvers, MA Jan 2005 - Dec 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Brett J. Connolly
Phone Number: 561-472-2000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,187
    MILLIONS
  • Total Number of Accounts
    16,992
    ACCOUNTS
  • Average Account Value
    $128,717
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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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