Christian Thomas Conelly
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Christian Thomas Conelly? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Clearing Services, LLC.May 2021 to now
- Equitable Advisors, LLCOct 2020 to May 2021
- UnemployedDec 2019 to Sep 2020
- Newbridge Securities CorporationOct 2019 to Dec 2019
- UnemployedMay 2019 to Oct 2019
- Holistic Pet CuisineDec 2018 to May 2019
- Northwestern MutualAug 2016 to Dec 2016
- FauMay 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 6695351
- Firm CRD
- 19616