Christopher
Connelly
Kestra Advisory Services, LLC
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About this Advisor
Christopher Connelly is a financial advisor based out of West Springfield, Massachusetts with a total of 7 years of industry experience. Connelly is an employee of Kestra Advisory Services, LLC. Their career trajectory has included roles at Foley/Connelly Financial Partners, LLC, Nfp Securities, Inc, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Connelly holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in Massachusetts. Kestra Advisory Services, LLC is a financial advisory business based in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 people on staff. It handles $42 billion in assets between its 140,407 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 140,407 accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees are based on which service is provided. Fee types charged by Kestra Advisory Services, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Christopher Connelly Work History
Christopher has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Foley/Connelly Financial Partners, LLC
Kestra Investment Services, LLC
Nfp Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Connelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Pittsburgh, PA
Saint Paul, MN
Saint Augustine, FL
Austin, TX
Cushing, TX
Paramus, NJ
Austin, TX
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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