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connelly capital management llc

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connelly capital management llcguaynabo, PR

Additional Information

Connelly Capital is an investment bank serving privately held business owners across diverse industries in Puerto Rico, the US Virgin Islands, the United States, and Latin America. The firm has accumulated over $800M in transaction value across 60+ transactions, with managing directors and senior team members collectively holding 45+ years of operational experience as C-level executives, owners, lenders, advisors, and investors.

National Association of Certified Valuation Analysts

Specializes in

Strategic AcquisitionsDivestituresRestructuringsCapital RaisingPrivate Equity ManagementMid-market M&A

Services

Business ValuationsSell Side Advisory ServicesBuy Side Advisory ServicesAcquisition FinancingEquity RaisingRecapitalizationAsset ManagementNew Markets Tax Credits ConsultingGovernance Structure EstablishmentLitigation Support+2 more

Team of 7 · Serving Puerto Rico, US Virgin Islands, United States, Latin America

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: 787-231-8042

Website: http://www.connellycap.com

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Frequently Asked Questions

How much does a financial advisor cost in guaynabo?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.