Connor
Morelli

Northwestern Mutual Investment Services, LLC

CRD#6651290
Investment Advisor
in Albany, NY

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About this Advisor

Connor Morelli is an investment advisor who works in Albany, New York. Currently a registered financial advisor with Northwestern Mutual Investment Services, LLC, Morelli has 10 years of professional experience as a financial advisor. Morelli has a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Morelli is able to serve investors in New Jersey. Throughout their career, they have worked at Mirkovic Teal Group, Ameriprise Financial Services, Inc, Bethlehem Central High School, Cool River Pools, Ameriprise Financial, St John Fisher College, Siena College, Sgroi Wealth Management, Peter Mortka, Ryan Hungershafer, Daniel Oconnor and Northwestern Mutual Investment Services LLC. Northwestern Mutual Investment Services, LLC is headquartered in Albany, New York. As a registered investment firm, Northwestern Mutual Investment Services, LLC employs more than 1,597 people. None of the advisory firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Northwestern Mutual Investment Services, LLC can offer other services. The firm may charge clients fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Other

Fee Structure

Fixed Fees, Others

Disclosures

No

Office Location

3 Atrium Drive Suite 255
Albany, NY 12205

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

1,597

NY Average: 43

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Investment Advisory Services

  • Other

Connor Morelli Work History

Connor has 10 years of experience.

2020 - Present (2 years)

Peter Mortka

2020 - Present (2 years)

Ryan Hungershafer

2020 - Present (2 years)

Daniel Oconnor

2020 - Present (2 years)

Northwestern Mutual Investment Services LLC

2019 - 2020 (1 year)

Ameriprise Financial

2019 - 2019 (< 1 year)

Ameriprise Financial

2018 - 2020 (2 years)

Ameriprise Financial Services, Inc

2018 - 2019 (1 year)

Ameriprise Financial

2017 - 2018 (1 year)

Mirkovic Teal Group

2017 - 2018 (1 year)

Ameriprise Financial

2016 - 2016 (< 1 year)

Sgroi Wealth Management

2015 - 2018 (3 years)

Siena College

2015 - 2015 (< 1 year)

Cool River Pools

2014 - 2014 (< 1 year)

Cool River Pools

2014 - 2015 (1 year)

St John Fisher College

2010 - 2014 (4 years)

Bethlehem Central High School

Disclosures

Connor Morelli has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northwestern Mutual Investment Services,LLC

Lucas Slezak
Erie, PA
John Glander
Zionsville, IN
David Verwers
Englewood, CO
Jason Scott
Leawood, KS
Charles Castino
Skokie, IL
Myron Henley
Chesterfield, MO
Kyle Deraedt
Lombard, IL
Dean Rossetti
Milwaukee, WI

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 profile-compliance@smartasset.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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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