April Connell, financial advisor Seattle WA
88 score

April Connell

CRD Number: 6315956
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

April Connell (CRD# 6315956) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seattle, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Seattle, WA Oct 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle, WA Mar 2014 - Current 2
Sterling Savings Bank Mountlake Terrace, WA Jun 2013 - Mar 2014 < 1
Guild Mortgage Company Kirkland, WA Oct 2012 - May 2013 < 1
Sweet Shots Edmonds, WA Apr 2011 - Feb 2013 1
Adam Mckinnon Kenmore, WA Sep 2011 - Oct 2012 1
Keller Supply Co Seattle, WA Oct 2010 - Aug 2011 < 1
Wired Nick's Espresso Lake Forest Park, WA Sep 2009 - Oct 2010 1
Starbucks Mountlake Terrace, WA Mar 2008 - Aug 2009 1
Shorewood High School Shoreline, WA Jan 2007 - Aug 2008 1
Safeway Bothell, WA Jan 2008 - Mar 2008 < 1
Mortgage Associates, LLC Bellevue, WA Jun 2007 - Aug 2007 < 1
Bishop Blanchet High School Seattle, WA Sep 2004 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for April M. Connell
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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