Lawrence Connelly
Lawrence Connelly is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Garden City, NY, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
1225 Franklin Avenue, Suite 150, Garden City, NY, 11530
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Regulatory History (1)
Customer Dispute
June 2001Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 states
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