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Robert Alan Connell

APEX FINANCIAL ADVISORS, INC·YARDLEY, Pennsylvania
Unclaimed Profile
85 SOUTH MAIN STREET, YARDLEY, PA 19067CRD# 804920Firm CRD# 155210
01

About

Robert Alan Connell is a registered financial advisor based in YARDLEY, Pennsylvania, affiliated with APEX FINANCIAL ADVISORS, INC. 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
APEX FINANCIAL ADVISORS, INC
APEX FINANCIAL ADVISORS, INC
AUM
$538M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at APEX FINANCIAL ADVISORS, INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 804920
Firm CRD# 155210
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Alan Connell offer?
Robert Alan Connell specializes in Financial Planning, Investment Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Robert Alan Connell's credentials?
Robert Alan Connell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Alan Connell located?
Robert Alan Connell is based in YARDLEY, Pennsylvania, working with APEX FINANCIAL ADVISORS, INC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Robert Alan Connell charge for services?
Robert Alan Connell's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX FINANCIAL ADVISORS, INC?
APEX FINANCIAL ADVISORS, INC has approximately 8 employees and manages $538M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in YARDLEY
Bridghet Elizabeth Sarah Donato — PSC MANAGER LLCJohn David Rea — CROSSGATE WEALTH ADVISORS, LLCBarry Howard — EQUUS CAPITAL PARTNERS, LTD.Mark Nmn Sobel — CPA INVESTMENT SOLUTIONS, LLCNicholas Vincent Ventura — NVWM LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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