Drew Conelly
Drew Conelly is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 32 years of industry experience. Drew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1675 N Military Trail Ste 500, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2011Customer Dispute
June 2009Other Business Activities
Drew is a co-trustee for his mother's trust, dedicating minimal time to this investment-related activity. He also assists with neighborhood improvements as part of a neighborhood improvement committee, spending minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Barnett Investments, INC.Broker
Smith Barney INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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