Todd Connolly (CRD# 7097312) is an Investment Advisor Representative working at Cynosure Group, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
Company Name | Location | Dates | Years |
---|---|---|---|
The Cynosure Group | Salt Lake City, UT | Jul 2021 - Current | 2 |
Connolly Family Dental | Salt Lake City, UT | Oct 2015 - Current | 8 |
Morgan Stanley | South Jordan, UT | Jul 2019 - Jul 2021 | 2 |
Scott Marsh Financial | Salt Lake City, UT | Oct 2018 - May 2019 | < 1 |
University Of Utah | Salt Lake City, UT | Aug 2015 - May 2019 | 3 |
Edu-turn | Salt Lake City, UT | Jan 2018 - Jan 2019 | 1 |
Mountain America Credit Union | Salt Lake City, UT | May 2018 - Aug 2018 | < 1 |
Connolly Lawn Care | Salt Lake City, UT | Aug 2015 - Nov 2017 | 2 |
Church Of Jesus Christ Of Latter Day Saints | Salt Lake City, UT | Aug 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- UT
-
Total Assets Under Management4,863MILLIONS
-
Total Number of Accounts590ACCOUNTS
-
Average Account Value$8,242,342
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, GA, ID, IL, MA, MD, MN, NJ, NY, RI, TX, UT, WA
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