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Joseph Brendan Connolly

Abbington Investment Group, LLC

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About Joseph Brendan Connolly

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.

Firm Information

Joseph Connolly is currently registered with Abbington Investment Group, LLC. Abbington Investment Group, LLC is an investment advisor based in Westport, CT. They manage approximately $108,622,911 in assets for 89 clients, primarily high-net-worth individuals. Their services include portfolio management for individuals and pension consulting.
Abbington Investment Group, LLC

257 RIVERSIDE AVENUE

WESTPORT, CT 06880

$108.62M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Connolly’s Registration & Firm History

CT

04/04/2024 - Present

Abbington Investment Group, LLC (Westport CT)

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Licenses & Designations

IA

Issued 09/19/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Brendan Connolly.
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