Thomas Maurice Connelly

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2018 → Present
  Wells Fargo Advisors Financial Network, Llc
  Needham, MA
• 05/2013 → 12/2018
  Neds Point Capital, Llc
  Wellesley, MA

Previous Registrations

• 2009-02-05 → 2013-04-30
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2019-03-18
• S65 Uniform Investment Adviser Law Examination
  2009-01-22
• S63 Uniform Securities Agent State Law Examination
  1982-08-03

Other Names

• Tad Connelly
• Thomas Maurice Connelly
• Thomas Maurice Connelly
• Thomas Connelly