William E. Connelly
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Edward Connelly was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 2000. William had worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 18, 2004 - December 31, 2025
BILLS ASSET MANAGEMENT
April 27, 2004 - October 19, 2004
LEGG MASON WOOD WALKER, INCORPORATED
September 15, 2001 - October 19, 2004
LEGG MASON WOOD WALKER, INCORPORATED
November 17, 2000 - September 15, 2001
HOWARD WEIL INCORPORATED
State Registrations and Notice Filings
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Exams
Current Firm
BILLS ASSET MANAGEMENT
CRD#: 114520 / SEC#: 801-61871
Contact information
Regulatory assets under management
| Total Number of Accounts | 350 |
| AUM (Assets Under Management) | $ 58,489,000 |
Red Flags
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