Connelly Investment And Financial Services, LLC

Connelly Investment And Financial Services, LLC (CRD# 174134) is a financial advisory firm headquartered in , . They manage $2,320,699 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $464,140
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Connelly Investment And Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott P. Connelly
CRD#: 2347245
Three Rivers, MI
96
Wealthminder
score

Scott Connelly (CRD# 2347245) is an Investment Advisor Representative working at Connelly Investment And Financial Services, LLC in Three Rivers, MI and has over 23 years of experience in the finance industry. Scott Connelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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