Conolly Boughner (CRD# 6646825) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has over 4 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hamilton Capital, LLC | Columbus, OH | Apr 2023 - Current | 1 |
| Keybanc Capital Markets Inc. | Cleveland, OH | Jul 2019 - Mar 2023 | 3 |
| Unemployed | Cincinnati, OH | Aug 2018 - Jul 2019 | < 1 |
| Keycorp | Cleveland, OH | Jun 2018 - Aug 2018 | < 1 |
| Pds Planning | Columbus, OH | Aug 2017 - Jun 2018 | < 1 |
| Riverpoint Capital Management | Cincinnati, OH | May 2017 - Aug 2017 | < 1 |
| Diamond Hill Capital Management | Columbus, OH | Jan 2017 - May 2017 | < 1 |
| Morgan Stanley | Columbus, OH | Aug 2016 - Jan 2017 | < 1 |
| Ubs | Cincinnati, OH | May 2016 - Aug 2016 | < 1 |
| College | Columbus, OH | Sep 2015 - May 2016 | < 1 |
| Ohio State University | Columbus, OH | Aug 2015 - Sep 2015 | < 1 |
| Ymca | Liberty Township, OH | May 2015 - Aug 2015 | < 1 |
| High School | Liberty Township, OH | Jul 2009 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- OH
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Total Assets Under Management4,220MILLIONS
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Total Number of Accounts8,483ACCOUNTS
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Average Account Value$497,449
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI
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