Neil Connolly, financial advisor Leawood KS

Neil Connolly

CRD Number: 3051216
Current Firm: Charles Schwab & Company, Inc.

Neil Connolly (CRD# 3051216) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Leawood, KS and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Kansas City, MO Dec 2021 - Current < 1
Charles Schwab Bank, Ssb Kansas City, MO Dec 2021 - Current < 1
Td Waterhouse Investor Services Inc. Greenwood Village, CO Jul 2005 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Neil J. Connolly
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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