BC
Brendan T. Conry
CONNECTICUT WEALTH MANAGEMENT
Farmington, CT 06032
Some features on this profile are disabled
CRD#: 1487031
BC
Professional summary
Brendan Thomas Conry, AIF® is a registered financial advisor currently at CONNECTICUT WEALTH MANAGEMENT, LLC located in Farmington, Connecticut.
Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Brendan has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Volunteer Member, Investment Committee, New Britain Museum of American Art, Not investment related, 56 Lexington St. New Britain, CT 06052, Art Museum, 1/1/1999, 5 hours during the month, 5 hours during trading hours, attend committee meetings to assist with the museum's endowment portfolio. 2. Volunteer Member, Investment Committee, FloGris Museum, Not investment related, 96 Lyme ST. Old Lyme, CT 06371, art museum, 7/1/2025, 5 hours per month, 5 hours during trading hours, attend committee meetings and assist with museum's endowment portfolio. 3. Co-owner, CKB Realty, a partnership for the purpose of owning and managing a property located at 211 New Britain Road Suite 207, Kensington, CT 06037; as of 07/25/2017; approximately 1% of time spent during business hours; conducted at branch location; investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Brendan Thomas Conry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 25, 2025 - Present
CONNECTICUT WEALTH MANAGEMENT, LLC
Office #1: 281 Farmington Avenue, Farmington, CT 06032Office #2: 950 No. Collier Blvd, Marco Island, FL 34145RIA
CRD#: 154310
Farmington, CT
Past
February 20, 1998 - September 9, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Kensington, CT
Past
January 5, 1993 - December 1, 2022
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
KENSINGTON, CT
Past
April 24, 1986 - December 30, 1994
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CONNECTICUT WEALTH MANAGEMENT, LLC
CONNECTICUT WEALTH MANAGEMENT, LLC
CRD#: 154310 / SEC#: 801-73061
RIA
Registered Investment Advisory firm - (2/3/2012 Approved)Connecticut
Registered Investment Advisory firm - (2/16/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(9/25/2025)
IAR
Florida(10/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CW
CONNECTICUT WEALTH MANAGEMENT, LLC
CONNECTICUT WEALTH MANAGEMENT, LLC
CRD#: 154310 / SEC#: 801-73061
RIA
Registered Investment Advisory firm - (2/3/2012 Approved)Connecticut
Registered Investment Advisory firm - (2/16/2012 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
281 Farmington Avenue, Farmington, CT 06032-1911
Mailing Address
Phone number
(860) 470-0290
Established
Firm type
Fiscal year end
# of Employees
65
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,737 |
| AUM (Assets Under Management) | $ 3,708,773,192 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 10/02/2024 | ||
| 09/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
