George Connell has been Chairman, CEO and President of Drexel Morgan & Co. since January 2007, is a control person of the firm and directly owns 75% or more of it.
Drexel Morgan & Co. is a Radnor, PA firm with $607M under management, 12 clients and 2 advisers in one office, as of its August 2026 filing.
George Connell’s longest registration is the current one, 19 years at Haverford Financial Services, Inc. since 2007. Before joining Drexel Morgan & Co. in 2010, George Connell was registered through Haverford Investment Management, Inc. and Rittenhouse Financial Services Inc.
- Drexel Morgan & Co.Current– present · 16 yearsRadnor, PA · Adviser representative · Firm CRD 151053
- Haverford Financial Services, Inc.Also current– present · 19 yearsRadnor, PA · Adviser representative · Firm CRD 130007
- Haverford Investment Management, Inc.– · 4 yearsRadnor, PA · Adviser representative · Firm CRD 130159
- Rittenhouse Financial Services Inc.– · 4 yearsRadnor, PA · Adviser representative · Firm CRD 106562
Investment adviser representative registrations
George Connell is registered as an investment adviser representative in Pennsylvania, since February 2007.
- PennsylvaniaSince 15 February 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 53 | Municipal Securities Principal Examination | 2 January 2023 |
| Series 24 | General Securities Principal Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 31 January 1984 |
| Series 40 | Registered Principal Examination | 28 August 1967 |
| Series 1 | Registered Representative Examination | 24 August 1961 |
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Operations Professional Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Principal Examination
- Name
- Registered Representative Examination
- Full name
- George Washington Connell
- CRD
- 52263
- Firm
- Drexel Morgan & Co. · CRD 151053
- Role
- Chairman, CEO and President
- Office
- THREE RADNOR CORPORATE CENTER, SUITE 450, Radnor, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- October 1967
- Disciplinary history
- Not yet shown here · SEC record
Where does George Connell work?
George Connell has been Chairman, CEO and President of Drexel Morgan & Co. since January 2007, and is a control person of the firm.
Is George Connell a financial advisor?
Yes. George Connell has a current investment-adviser registration in Pennsylvania, through Drexel Morgan & Co. since January 2010.
How many years of experience does George Connell have?
George Connell has 58 years in the financial industry, since October 1967, across 4 adviser firms.
What exams has George Connell passed?
George Connell has passed 7 licensing exams: the Series 1, Series 40, Series 63, Series 53, Series 24, Series 99TO and Series 7TO. The earliest, the Series 1, was passed in August 1961. FINRA credited George Connell with the SIE, which began in October 2018.
Where did George Connell work before Drexel Morgan & Co.?
Before Drexel Morgan & Co., George Connell was registered through Haverford Investment Management, Inc., June 2004 to October 2008; Rittenhouse Financial Services Inc., February 1998 to September 2002.
Where is George Connell based?
George Connell’s registered office is in Radnor, PA.
Is George Connell registered with FINRA?
No. George Connell has no current broker registration.
How can I verify George Connell’s record?
Search CRD 52263 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Connell’s full registration record.