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.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 2637653
Wells Fargo Advisors Financial Network, LLC
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 |
- NY
-
Total Assets Under Management498MILLIONS
-
Total Number of Accounts325ACCOUNTS
-
Average Account Value$1,531,694
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, NH, NY, VT
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