Jeffrey Connolly, financial advisor Riverhead NY

Jeffrey Connolly

CRD Number: 5990424
Current Firm: East End Financial Group, Inc.

Jeffrey Connolly (CRD# 5990424) is an Investment Advisor Representative working at East End Financial Group, Inc. in Riverhead, NY and has over 12 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
American Portfolios Financial Services, Inc. Riverhead, NY Jul 2017 - Current 6
East End Financial Group, Inc. Riverhead, NY Jul 2017 - Current 6
Value Line, LLC New York, NY Jul 2016 - Jun 2017 < 1
Clarksons Platou Securities, Inc. New York, NY Apr 2015 - Jul 2016 1
Clarkson Capital Markets LLC New York, NY Jan 2015 - Oct 2015 < 1
Mizuho Securities Usa Inc. New York, NY Nov 2013 - Dec 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
Contact Info for Jeffrey R. Connolly
Phone Number: 631-727-8111
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    498
    MILLIONS
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $1,531,694
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NH, NY, VT

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