George W. Connell
Professional summary
George Washington Connell, who also goes by George W Connell, is a registered financial advisor currently at HAVERFORD FINANCIAL SERVICES, INC. located in Radnor, Pennsylvania and DREXEL MORGAN & CO. located in Radnor, Pennsylvania.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1967. George has worked at 9 firms and has passed the Series 63, Series 99TO, Series 7TO, SIE, Series 1, Series 53, Series 24 and Series 40 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Washington Connell's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 15, 2007 - Present
HAVERFORD FINANCIAL SERVICES, INC.
Office #1: Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4546January 7, 2010 - Present
DREXEL MORGAN & CO.
Office #1: Three Radnor Corporate Center Suite 450, Radnor, PA 19087June 23, 2004 - October 30, 2008
HAVERFORD INVESTMENT MANAGEMENT, INC.
February 18, 1998 - September 19, 2002
RITTENHOUSE FINANCIAL SERVICES INC.
March 18, 1983 - June 25, 2025
HAVERFORD TRUST SECURITIES, INC.
January 6, 1977 - January 28, 1983
DREXEL BURNHAM LAMBERT INCORPORATED
February 6, 1976 - January 6, 1977
DREXEL BURNHAM & CO. INCORPORATED
March 22, 1973 - February 6, 1976
DREXEL BURNHAM & CO. INCORPORATED
September 6, 1967 - July 2, 1973
DREXEL FIRESTONE INCORPORATED
Primary Firm SEC Registration
DREXEL MORGAN & CO.
CRD#: 151053 / SEC#: 801-70432
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/15/2007)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 1
Date: 8/24/1961
Registered Representative ExaminationSeries 40
Date: 8/28/1967
Registered Principal ExaminationCurrent Firm
DREXEL MORGAN & CO.
CRD#: 151053 / SEC#: 801-70432
Contact information
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 469,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
