Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Connelly is a registered investment advisor representative with Symmetry Partners and Apella Wealth in Connecticut and Texas. He has been in the industry since 1992 and has a Series 7, Series 31, and Series 63 license. David has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub-advisor
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.
A percentage of the total value of assets under management is charged.
Fee paid for sub-advisor services provided to ria
1
2
CT
06/02/2004 - Present
Symmetry Partners (GLASTONBURY CT)
NA
10/11/1992 - 08/30/1994
DEAN WITTER REYNOLDS INC.
BC
Issued 10/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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