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Stuart Alan Connelly

Fisher Investments

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About Stuart Alan Connelly

Stuart Connelly is an investment advisor representative with Fisher Investments, a firm that manages over $298 billion in assets. Stuart has been in the financial services industry since 2012 and has a Series 7, 63, and 65 license. Stuart specializes in providing financial planning, portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Stuart is registered to provide investment advisory services in Texas. Prior to joining Fisher Investments, Stuart was employed by Charles Schwab & Co., Inc. in Phoenix, Arizona.

Firm Information

Stuart Connelly is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Stuart Connelly’s Registration & Firm History

TX

11/17/2021 - Present

Fisher Investments (Plano TX)

AZ

01/24/2012 - 05/17/2013

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 09/06/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/29/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stuart Alan Connelly.
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