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Connor James Donnelly

THE Institute

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About Connor James Donnelly

Connor James Donnelly is a financial advisor with The Institute. Connor has been in the industry for over a decade, and has experience with UBS Financial Services Inc., Wells Fargo Advisors, LLC, and Wachovia Securities, LLC. Connor is licensed to provide financial advice in Texas and Washington. Connor specializes in portfolio management for individuals, businesses, pooled investment vehicles and financial planning. Connor is also an expert in educational seminars and selection of other advisors.

Firm Information

Connor Donnelly is currently registered with THE Institute. THE Institute, based in DENVER, CO, provides financial planning, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 1,700 accounts with assets under management totaling over $926 million. They also offer selection of other advisors and manage portfolios for investment companies.
THE Institute

9878 W. BELLEVIEW AVE.

DENVER, CO 80123

$926.92M

Assets Under Management

Not reported

Total Clients

17

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Connor Donnelly’s Registration & Firm History

CO

07/02/2020 - Present

THE Institute (DENVER CO)

WA

10/21/2010 - 06/05/2020

UBS FINANCIAL SERVICES INC. (SEATTLE WA)

WA

06/29/2010 - 08/02/2010

WELLS FARGO ADVISORS, LLC (SEATTLE WA)

WA

10/08/2008 - 12/08/2008

WACHOVIA SECURITIES, LLC (SEATTLE WA)

WA

09/05/2008 - 09/26/2008

WACHOVIA SECURITIES, LLC (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 10/13/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connor James Donnelly.
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