Joseph ConnellyCRD Number: 1092186
Current Firm: Cadaret Grant & Co Inc.
Joseph Connelly (CRD# 1092186) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 26 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services Advisors, Inc.
|Wethersfield Investment||Wethersfield, CT||Apr 2003 - Current||15|
|Cadaret, Grant & Company, Inc.||Wethersfield, CT||Apr 2003 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1991|
|S65||NASAA Investment Advisors Law Examination||Oct 2009|
Total Assets Under Management3,576MILLIONS
Total Number of Accounts18,306ACCOUNTS
Average Account Value$195,350
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV