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Ryan Steven Connolly

3edge Asset Management, LP

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About Ryan Steven Connolly

Ryan Connolly is an investment advisor representative currently registered with 3edge Asset Management, LP. Ryan is a highly experienced financial professional with over a decade of experience in the industry. Ryan has held previous positions at Northern Lights Distributors, LLC, Jackson National Life Distributors LLC, and Weatherstone Capital Management. Ryan has a strong track record of providing exceptional investment advice and guidance to individuals, families, and businesses. Ryan is dedicated to helping clients achieve their financial goals.

Firm Information

Ryan Connolly is currently registered with 3edge Asset Management, LP. 3edge Asset Management, LP is an investment advisor registered with the SEC and based in Naples, Florida. The firm primarily provides financial planning, portfolio management for individuals and businesses, and investment models to unaffiliated advisors. 3edge manages approximately $1.33 billion in assets for 2,216 client accounts, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.
3edge Asset Management, LP

999 VANDERBILT BEACH ROAD

NAPLES, FL 34108

$1.33B

Assets Under Management

12

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provide investment models to unaffiliated advisors

Provide investment models to unaffiliated advisors

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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Ryan Connolly’s Registration & Firm History

CO

02/16/2024 - Present

3edge Asset Management, LP (Lone Tree CO)

NE

06/09/2021 - 12/08/2023

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

NE

09/08/2017 - 05/18/2021

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

CO

08/11/2008 - 03/13/2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

IA

Issued 02/15/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2017

Series 7 - General Securities Representative Examination

BC

Issued 08/08/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Steven Connolly.
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