Connolly Financial

Connolly Financial (CRD# 173307) is a financial advisory firm headquartered in Farmington, NM. They manage $7,900,000 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.


Financial Advisors at Connolly Financial
Showing 1 - 1 of 1 top financial advisors.
Shaun M. Connolly
CRD#: 5683055
108 N. Behrend Avenue, Suite K, Farmington, NM 87401

Shaun Connolly (CRD# 5683055) is an Investment Advisor Representative working at Connolly Financial in Farmington, NM and has over 7 years of experience in the finance industry.

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