Unclaimed
Joseph Connolly is an Investment Advisor Representative with Abbington Investment Group, LLC, a firm headquartered in Westport, CT. Joseph has been in the industry since April 2009. Joseph holds a Series 65 license. Joseph is registered to provide investment advisory services in Connecticut and Florida. Joseph's firm specializes in providing portfolio management for individuals and pension consulting. They have approximately 108,622,911 in regulatory assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
04/04/2024 - Present
Abbington Investment Group, LLC (Westport CT)
IA
Issued 09/19/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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