Patrick
Connelly
Professional Planning Group
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About this Advisor
Patrick Connelly is a financial advisor who works out of Westerly, Rhode Island, who has 4 years of industry experience. Connelly currently works for Professional Planning Group. During their career, the advisor has held roles 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, University Of New Hampshire and New England Professional Planning Group. Connelly maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Rhode Island and Texas. Professional Planning Group is a financial advisory firm that has its headquarters in Westerly, RI. It controls $937 million in assets under management between its 2,378 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 2,378 accounts, 21% belong to high-net-worth clients who have greater than $1 million in investable assets. The company performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management are based on which services the firm provides the client. Fees billed by Professional Planning Group most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Professional Planning Group Brokerage Details
$937,180,405
18
2,378
$394,104
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
Patrick has been registered as a financial advisor for 4 years.*
Raymond James Financial Services, Inc
New England Professional Planning Group
Minnesota Life Insurance Company
Securian Financial Services, Inc
Pioneer Financial Group
Securian Financial Services, Inc
Phil'S Restaurant
University Of New Hampshire
Sk Parks & Rec Tennis - Alex Chavez
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
