Connor
Kelly
Stifel, Nicolaus & Company, Inc
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About this Advisor
Connor Kelly is a financial advisor based in Dallas, Texas with a total of 2 years of industry experience. Kelly is on the advisory team at Stifel, Nicolaus & Company, Inc. During their career, the advisor has held roles at Nylife Securities LLC, New York Life Insurance Company, Tom James, Raymond James, Ubs, Christian Brothers High School, Tennessee Technological University, University Of Memphis, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Stifel Nicolaus & Co Inc and Stifel, Nicolaus & Company, Inc. Kelly holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to work in New York and Texas. Stifel, Nicolaus & Company, Inc is a registered investment business that has its headquarters in Saint Louis, MO. It has offices in 459 locations and a total of 6,729 financial advisors. It handles $133 billion in total assets between its 334,814 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 accounts, 24% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely depend on which service is offered. However, fees charged by Stifel, Nicolaus & Company, Inc likely are comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$132,550,931,898
6,729
334,814
$395,894
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Connor Kelly Work History
Connor has been registered as a financial advisor for 2 years.*
Stifel, Nicolaus & Company, Inc
Stifel Nicolaus & Co Inc
Nylife Securities LLC
New York Life Insurance Company
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Tom James
Raymond James
Ubs
University Of Memphis
Tennessee Technological University
Christian Brothers High School
*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 Connor Kelly 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 Stifel, Nicolaus & Company, Inc
Saint Louis, MO
Clearwater, FL
Palm Beach Gardens, FL
San Francisco, CA
Haddonfield, NJ
Miamisburg, OH
Los Angeles, CA
Chattanooga, TN
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.
