Connor
Morelli
Northwestern Mutual Investment Services, LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Northwestern Mutual Investment Services, LLC Brokerage Details
1,597
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Connor Morelli Work History
Connor has 10 years of experience.
Peter Mortka
Ryan Hungershafer
Daniel Oconnor
Northwestern Mutual Investment Services LLC
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial Services, Inc
Ameriprise Financial
Mirkovic Teal Group
Ameriprise Financial
Sgroi Wealth Management
Siena College
Cool River Pools
Cool River Pools
St John Fisher College
Bethlehem Central High School
Disclosures
Connor Morelli has no disclosures.
Please visit their SEC profile for more details.
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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.
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