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Christopher Connolly is a Registered Representative with Capital Analysts, holding an active registration in Massachusetts. He is also a Registered Investment Advisor with Capital Analysts, with an active registration in Massachusetts. Christopher Connolly has been in the industry since September 9, 1999. His specialties include portfolio management for individuals, portfolio management for businesses, and selection of other advisors. He has worked with clients such as corporations or other businesses, individuals other than high-net-worth, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Christopher Connolly is licensed in 11 states, including California, Delaware, Florida, Georgia, Maine, Massachusetts, New Hampshire, New York, Rhode Island, South Carolina, and Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
08/22/2012 - Present
Capital Analysts (Braintree MA)
MA
09/10/1999 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (QUINCY MA)
IA
Issued 10/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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