Connor
Flannery

Wells Fargo Clearing Services, LLC

CRD#6418626
Investment Advisor
in New York, NY

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About this Advisor

Connor Flannery is a financial advisor in New York, New York. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, Flannery has 10 years of work experience. Flannery holds Series 66 and Series 63 licenses, which certify them as a securities broker. Flannery is able to advise investors in New Jersey, North Carolina and Texas. Over the course of their career, they have held roles at Joshua Tree, Bobby Van'S Steakhouse, Katalyst Securities, LLC, National Securities Corp, Merrill Lynch, Pierce, Fenner & Smith Inc and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in New York, New York, and has 6,239 other offices in the nation. As a registered investment firm, Wells Fargo Clearing Services, LLC oversees $511 billion in assets dispersed across 1,430,874 accounts and employs more than 25,711 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 41% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Wells Fargo Clearing Services, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1211 Ave Of The Americas 27Th Fl
New York, NY 10036

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

NY Average: $11,469,110,461
Total Number of Employees

25,711

NY Average: 458
Total Number of Accounts

1,430,874

NY Average: 33,415
Average Account Size

$357,078

NY Average: $343,232

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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
  • Other

Connor Flannery Work History

Connor has 10 years of experience.

2017 - Present (4 years)

Wells Fargo Clearing Services, LLC

2017 - 2017 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Katalyst Securities, LLC

2016 - 2017 (1 year)

National Securities Corp

2013 - 2016 (3 years)

Bobby Van'S Steakhouse

2010 - 2013 (3 years)

Joshua Tree

Disclosures

Connor Flannery has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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