TrueAdvisor
TrueAdvisor
AC
AC

Aaron James Connolly

&partners
5 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
&partners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
435 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

Location

13215 Bee Cave Pkwy, Ste 150, Bldg A, Bee Cave, TX, 78738

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
&partners
October 2025 - Present · 4 mos
&partnersBroker
October 2025 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
July 2021 - November 2025 · 4 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
July 2021 - November 2025 · 4 yrs 4 mos
Stifel, Nicolaus & Company, Incorporated
October 2020 - July 2021 · 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2020 - July 2021 · 11 mos
State Registrations32 states
AKALAZCACOFLGAIAILKSLAMAMIMOMTNCNENHNJNMNVNYOHOKORPATNTXVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.