Wells Fargo Clearing Services, LLC
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
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Connor Flannery Work History
Connor has 10 years of experience.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Katalyst Securities, LLC
National Securities Corp
Bobby Van'S Steakhouse
Connor Flannery has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
New York, NY
Saint Louis, MO
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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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.