Christian Conelly
Christian Conelly is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 5 years of industry experience. Christian 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
22893 Sandalfoot Plaza Dr, Boca Raton, FL, 33428
Get directionsHistory
Regulatory History (1)
Financial
May 2024Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Newbridge Securities CorporationBroker
State Registrations14 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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