Thomas
Connelly
Ae Wealth Management, LLC
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About this Advisor
Thomas Connelly is a financial advisor based in Hendersonville, North Carolina, working with Ae Wealth Management, LLC. Thomas has previously held positions at Fraternus, Retirement Clearinghouse, Portrait Innovations, Legion Of Christ, Aig Retirement Services, J. Biance Wealth Management, LLC, and Ae Wealth Management, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and South Carolina. Currently, Thomas is part of Ae Wealth Management, LLC, which operates out of Hendersonville, North Carolina. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Thomas Connelly Work History
J. Biance Wealth Management, LLC
Ae Wealth Management, LLC
Aig Retirement Services
Retirement Clearinghouse
Fraternus
Portrait Innovations
Legion Of Christ
Disclosures
Please visit the SEC profile of Thomas Connelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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