Unclaimed Profile

Sara A Connelly

STEVENS WEALTH MANAGEMENT LLC·DEERFIELD, Illinois

Clean recordSTEVENS WEALTH MANAGEMENT LLC

500 LAKE COOK ROAD, DEERFIELD, IL 60015CRD# 6008273Firm CRD# 123043

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sara A Connelly · DEERFIELD, IL

Registration

CRD #6008273 · STEVENS WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STEVENS WEALTH MANAGEMENT LLC

AUM

$287M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STEVENS WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6008273

Firm CRD# 123043

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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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