Brian J. Connelly
Professional summary
Brian J Connelly JR, CFP®, who also goes by Brian J Connelly, Brian Joseph Connelly, is a registered financial advisor currently at ENVESTNET PMC located in Berwyn, Pennsylvania.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brian has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian J Connelly JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 24, 2023 - Present
ENVESTNET PMC
Office #1: 1000 Chesterbrook Blvd #250, Berwyn, PA 19312March 27, 2017 - August 30, 2021
BLACKROCK INVESTMENT MANAGEMENT, LLC
March 22, 2017 - August 30, 2021
BLACKROCK INVESTMENTS, LLC
August 1, 2013 - March 28, 2017
UBS FINANCIAL SERVICES INC.
August 1, 2013 - March 28, 2017
UBS FINANCIAL SERVICES INC.
July 22, 2011 - July 29, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 25, 2011 - July 29, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ENVESTNET PMC
CRD#: 111694 / SEC#: 801-57260
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/24/2023)
(5/24/2023)
Exams
Series 7TO
Date: 5/29/2024
General Securities Representative ExaminationCurrent Firm
ENVESTNET PMC
CRD#: 111694 / SEC#: 801-57260
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,021,610 |
| AUM (Assets Under Management) | $ 532,197,263,852 |
Red Flags
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