Connolly Financial Advisors, Inc.
Connolly Financial Advisors, Inc. (CRD# 148298) is a financial advisory firm headquartered in North Andover, MA. They manage $67,884,128 in 117 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Connolly Financial Advisors, Inc.
By the Numbers
-
Total Assets Under Management68MILLION
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$580,206
Compensation Options
- A percentage of assets under your management
- Hourly charges
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, PA
Financial Advisors at Connolly Financial Advisors, Inc.
1
Rosemarie A. Connolly
CRD#:
4606368
231 Sutton Street, Suite 2d-1, Suite 2d-1,
North Andover,
MA
01845
Rosemarie Connolly (CRD# 4606368) is an Investment Advisor Representative working at Connolly Financial Advisors, Inc. in North Andover, MA and has over 21 years of experience in the finance industry.
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