Connectus Wealth
Connectus Wealth (CRD# 310912) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $8,674,470,008 in 12,022 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management8,674MILLION
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Total Number of Accounts12,022ACCOUNTS
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Average Account Value$721,550
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WY
Matthew Cheney (CRD# 4798640) is an Investment Advisor Representative working at Connectus Wealth in Hunt Valley, MD and has over 19 years of experience in the finance industry.
Nicholas Giacoumakis (CRD# 1887595) is an Investment Advisor Representative working at Connectus Wealth in Wndham, NH and has over 35 years of experience in the finance industry.
Matthew Holman (CRD# 7084596) is an Investment Advisor Representative working at Connectus Wealth in Hunt Valley, MD and has over 6 years of experience in the finance industry.
Brian Pirri (CRD# 5414908) is an Investment Advisor Representative working at Connectus Wealth in North Andover, MA and has over 16 years of experience in the finance industry.
Jennifer Ryan (CRD# 4710230) is an Investment Advisor Representative working at Connectus Wealth in Hunt Valley, MD and has over 17 years of experience in the finance industry.
Mark Sagen (CRD# 5872337) is an Investment Advisor Representative working at Connectus Wealth in Chicago, IL and has over 12 years of experience in the finance industry.
Jay Schuman (CRD# 2829743) is an Investment Advisor Representative working at Connectus Wealth in Hunt Valley, MD and has over 26 years of experience in the finance industry.
Andrew Warning (CRD# 3211861) is an Investment Advisor Representative working at Connectus Wealth in Hunt Valley, MD and has over 24 years of experience in the finance industry.
John Adamczyk (CRD# 5345081) is an Investment Advisor Representative working at Connectus Wealth in Chicago, IL and has over 14 years of experience in the finance industry.
Suzanne Beczak (CRD# 5703851) is an Investment Advisor Representative working at Connectus Wealth in Albany, NY and has over 13 years of experience in the finance industry.