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Brian Luke Conneely

Orchard Securities, LLC

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About Brian Luke Conneely

Brian Conneely is a financial advisor with over 20 years of experience in the industry. Brian currently works at Orchard Securities, LLC and is registered in New York, Utah and Wisconsin. Brian has a wide range of experience in the financial industry, having previously worked at firms such as Carey Financial, LLC, Transamerica Capital, Inc., and Dean Witter Reynolds Inc..

Firm Information

Brian Conneely is currently registered with Orchard Securities, LLC. Orchard Securities, LLC, is a Limited Liability Company formed on September 27, 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brian Conneely’s Registration & Firm History

UT

06/15/2021 - Present

Orchard Securities, LLC (PLEASANT GROVE UT)

CT

12/13/2019 - 05/12/2021

WAYPOINT DIRECT INVESTMENTS, LLC (STAMFORD CT)

UT

02/15/2018 - 11/13/2019

ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)

NY

01/28/2010 - 07/27/2017

CAREY FINANCIAL, LLC (NEW YORK NY)

CO

08/18/2009 - 01/29/2010

TRANSAMERICA CAPITAL, INC. (DENVER CO)

MD

12/11/2007 - 07/07/2009

RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)

MA

03/28/2006 - 11/01/2007

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

IL

10/04/2002 - 03/21/2006

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

IL

01/16/2001 - 10/04/2002

AFD, INC. (NORTHBROOK IL)

NY

12/21/1999 - 12/22/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/14/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/22/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Luke Conneely. Review regulatory record here.
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