Thomas Connelly, financial advisor Phoenix AZ

Thomas Connelly

CRD Number: 1487206
Current Firm: Versant Capital Management, Inc.

Thomas Connelly (CRD# 1487206) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 33 years of experience in the finance industry. Thomas Connelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Versant Capital Management, Inc. Phoenix, AZ Mar 2004 - Current 16
Cross Border Tax & Accounting, Pllc Phoenix, AZ Nov 1999 - Current 20
Keats, Connelly & Associates, Inc. Phoenix, AZ Oct 1990 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for Thomas J. Connelly
Phone Number: 602-635-3760
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    871
    MILLIONS
  • Total Number of Accounts
    1,359
    ACCOUNTS
  • Average Account Value
    $641,056
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, IL, MN, NE, NH, TN, TX, WA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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