Christopher Anthony Connelly
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
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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 feeCommissionsOther
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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Sep 2023 to now
- Raymond James Financial Services, Inc.Sep 2023 to now
- Charles Schwab & Co., Inc.Jul 2021 to Sep 2023
- Charles Schwab Bank, SsbJul 2021 to Sep 2023
- UnemployedDec 2020 to Jun 2021
- Global Retirement Partners, LLCDec 2018 to Dec 2020
- LPL Financial, LLCDec 2018 to Dec 2020
- Hays Group, Inc.Nov 2018 to Dec 2020
- Ameriprise Financial Services, Inc.May 2014 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6339283
- Firm CRD
- 149018