Christopher James Connelly
Investment adviser representative at Commonwealth Financial Network
20 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Commonwealth Financial NetworkJul 2022 to now
- One Retirement SourceJul 2022 to now
- Cetera Advisor Networks LLCJun 2021 to Jul 2022
- Voya Financial Advisors, Inc.Apr 2019 to Jun 2021
- Transamerica Capital IncJan 2017 to Apr 2019
- Principal Life Insurance CompanyJul 2006 to Jan 2017
- Princor Financial Services CorpJul 2006 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4170804
- Firm CRD
- 8032