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Thomas Joseph Connelly

VERSANT CAPITAL MANAGEMENT, INC.·PHOENIX, Arizona
Series 6, Series 7, Series 63, Series 65Clean record31 years registeredVERSANT CAPITAL MANAGEMENT, INC.
2394 EAST CAMELBACK ROAD, PHOENIX, AZ 85016-9260CRD# 1487206Firm CRD# 131692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Joseph Connelly · PHOENIX, AZ
Registration
CRD #1487206 · VERSANT CAPITAL MANAGEMENT, INC. · 31 years registered
Brand Profile
Not yet started
01

Career History

VERSANT CAPITAL MANAGEMENT, INC.
Jun 2004 – present
KEATS CONNELLY & ASSOCIATES INC.
Aug 1994 – Aug 2004
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · August 31, 1994
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VERSANT CAPITAL MANAGEMENT, INC.
CRD 131692 · SEC 801-63192
AUM
$900M
Regulatory assets under management
Employees
15
15,605 client accounts
Services offered by VERSANT CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VERSANT CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Thomas Joseph Connelly offer?
Thomas Joseph Connelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Thomas Joseph Connelly's credentials?
Thomas Joseph Connelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Joseph Connelly located?
Thomas Joseph Connelly is based in PHOENIX, Arizona, working with VERSANT CAPITAL MANAGEMENT, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Thomas Joseph Connelly charge for services?
Thomas Joseph Connelly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERSANT CAPITAL MANAGEMENT, INC.?
VERSANT CAPITAL MANAGEMENT, INC. has approximately 15 employees and manages $900M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VERSANT CAPITAL MANAGEMENT, INC.

Beth Ann Pragliola
PHOENIX, AZ
Royce Creighton Ramey
PHOENIX, AZ
Elizabeth Mollie Shabaker
PHOENIX, AZ

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