Connolly Financial Advisors, Inc.

Connolly Financial Advisors, Inc. (CRD# 148298) is a financial advisory firm headquartered in North Andover, MA. They manage $31,349,500 in 164 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $191,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Connolly Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Rosemarie A. Connolly
CRD#: 4606368
231 Sutton Street, Suite 2d-1, North Andover, MA 01845
96
Wealthminder
score

Rosemarie Connolly (CRD# 4606368) is an Investment Advisor Representative working at Connolly Financial Advisors, Inc. in North Andover, MA and has over 13 years of experience in the finance industry. Rosemarie Connolly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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