Frank Connelly, financial advisor Red Bank NJ
98 score

Frank Connelly

CRD Number: 1410769
Current Firm: Morgan Stanley

Frank Connelly (CRD# 1410769) is an Investment Advisor Representative working at Morgan Stanley in Red Bank, NJ and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Red Bank, NJ Mar 2014 - Current 2
Quasar Trading, LLC New York, NY Jan 2014 - Mar 2014 < 1
T3 Trading Group Short Hills, NJ Feb 2013 - Dec 2013 < 1
G-2 Trading, LLC New York, NY Aug 2011 - Jan 2013 1
First New York Securities New York, NY Feb 2009 - Aug 2011 2
Fjc Capital Management, LLC Danville, CA Mar 2002 - Jan 2009 6
Opus Trading Walnut Creek, CA Sep 2004 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
S63 Uniform Securities State Law Examination Jan 1987
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Frank J. Connelly
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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