Robin Connelly, financial advisor Williamsport PA
93 score

Robin Connelly

CRD Number: 1052871
Current Firm: Morgan Stanley

Robin Connelly (CRD# 1052871) is an Investment Advisor Representative working at Morgan Stanley in Williamsport, PA and has over 33 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 Smith Barney Mountoursville, PA Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated Mountoursville, PA Apr 2007 - Current 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsport, PA Jun 1983 - Current 33
Morgan Stanley Dw Inc. Montoursville, PA Jul 2003 - Apr 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Robin L. Connelly
Phone Number: 914-225-5510
Registered State(s):
  • PA
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
93
Clean Record
This advisor has a clean track record with regulators.

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