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Sara A Connelly

STEVENS WEALTH MANAGEMENT LLC·DEERFIELD, Illinois
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500 LAKE COOK ROAD, DEERFIELD, IL 60015CRD# 6008273Firm CRD# 123043
01

About

Sara A Connelly is a registered financial advisor based in DEERFIELD, Illinois, affiliated with STEVENS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEVENS WEALTH MANAGEMENT LLC
STEVENS WEALTH MANAGEMENT LLC
AUM
$287M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at STEVENS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6008273
Firm CRD# 123043
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sara A Connelly offer?
Sara A Connelly specializes in Financial Planning, Investment Management. Contact their office in DEERFIELD, Illinois for a consultation.
What are Sara A Connelly's credentials?
Sara A Connelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sara A Connelly located?
Sara A Connelly is based in DEERFIELD, Illinois, working with STEVENS WEALTH MANAGEMENT LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.
How does Sara A Connelly charge for services?
Sara A 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 STEVENS WEALTH MANAGEMENT LLC?
STEVENS WEALTH MANAGEMENT LLC has approximately 7 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DEERFIELD
Joel Leonard Hochman — HOCHMAN COLE INVESTMENT ADVISORS, INC.Philip Jeffrey Cole — HOCHMAN COLE INVESTMENT ADVISORS, INC.Allen Curtis Berg — WAVELAND FAMILY OFFICE, LLCClemens Peter Ciupke — ROBERTS, GLORE & CO.Karen Joy Scott — COE CAPITAL MANAGEMENT, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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