Elizabeth Connelly, financial advisor Saint Louis MO

Elizabeth Connelly

CRD Number: 5052943
Current Firm: Krilogy Financial LLC

Elizabeth Connelly (CRD# 5052943) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.

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Creative Planning
Company Name Location Dates Years
Saxony Securities Inc. Saint Louis, MO Nov 2014 - Current 7
Krilogy Financial LLC St. Louis, MO Nov 2013 - Current 8
Purshe Kaplan Sterling Investments Albany, NY Nov 2013 - Nov 2014 1
Merrill Lynch St. Louis, MO Oct 2005 - Nov 2013 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Elizabeth F. Connelly
Phone Number: 314-884-2800
Firm Website: https://www.krilogy.com
Registered State(s):
  • AL
  • MO
By the Numbers
  • Total Assets Under Management
    1,699
    MILLIONS
  • Total Number of Accounts
    6,255
    ACCOUNTS
  • Average Account Value
    $271,668
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, SC, TN, TX, VA, WA, WI

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