Patrick
Connelly

Professional Planning Group

CRD#5934645
Investment Advisor
in Westerly, RI

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About this Advisor

Patrick Connelly is a financial advisor based in Westerly, Rhode Island, working with Professional Planning Group. Patrick has previously held positions at Minnesota Life Insurance Company, Securian Financial Services, Inc, Pioneer Financial Group, Phil's Restaurant, Sk Parks & Rec Tennis - Alex Chavez, Raymond James Financial Services, Inc, and New England Professional Planning Group. Patrick has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island and Texas. Currently, Patrick is part of Professional Planning Group, which operates out of Westerly, Rhode Island. The firm has 1 office and 17 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Professional Planning Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9 Granite Street
Westerly, RI 02891

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Professional Planning Group Brokerage Details

Total Assets Under Management

$1,055,252,906

RI Average: $2,813,243,532
Total Number of Employees

17

RI Average: 18
Total Number of Accounts

2,350

RI Average: 609
Average Account Size

$449,044

RI Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Patrick Connelly Work History

2019 - Present (6 years)

Raymond James Financial Services, Inc

2019 - Present (6 years)

New England Professional Planning Group

2015 - 2019 (4 years)

Minnesota Life Insurance Company

2015 - 2015 (< 1 year)

Securian Financial Services, Inc

2015 - 2019 (4 years)

Pioneer Financial Group

2015 - 2019 (4 years)

Securian Financial Services, Inc

2014 - 2016 (2 years)

Phil'S Restaurant

2008 - 2014 (6 years)

Sk Parks & Rec Tennis - Alex Chavez

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Patrick Connelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Professional Planning Group

David Aballo
Westerly, RI
Patrick Connelly
Westerly, RI
Todd Wokoske
Westerly, RI
Christopher Wallace
Westerly, RI
Andrea Spieth
Westerly, RI
Daniel Makin
Westerly, RI
Peter Wallace
Westerly, RI
Malcolm Makin
Jupiter Inlet Colony, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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