John D. Connolly
Professional summary
John Daniel Connolly, who also goes by Daniel J Connolly, J Daniel Connolly, Dan Connonlly, is a registered financial advisor currently at ATLANTIS ASSET MANAGEMENT, LLC located in New York, New York.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. John has worked at 22 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Daniel Connolly's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 16, 2020 - Present
ATLANTIS ASSET MANAGEMENT, LLC
May 4, 2017 - December 31, 2018
ATLANTIS ASSET MANAGEMENT, LLC
May 7, 2003 - January 5, 2004
1717 CAPITAL MANAGEMENT COMPANY
September 16, 2002 - May 9, 2003
EQUITY SERVICES, INC.
November 30, 2001 - August 26, 2002
NYLIFE SECURITIES LLC
June 15, 1999 - October 8, 2001
EQUITY SERVICES, INC.
May 26, 1998 - May 17, 1999
METROPOLITAN LIFE INSURANCE COMPANY
May 26, 1998 - May 17, 1999
MSI FINANCIAL SERVICES, INC.
January 23, 1998 - March 27, 1998
WINDSOR STREET CAPITAL, LP
August 21, 1997 - December 9, 1997
LADENBURG CAPITAL MANAGEMENT INC.
August 7, 1997 - August 29, 1997
J.W. BARCLAY & CO., INC.
May 30, 1997 - June 19, 1997
BARINGTON CAPITAL GROUP, L.P.
August 1, 1996 - August 19, 1997
SHAMUS GROUP, INC.
May 13, 1996 - August 16, 1996
LT LAWRENCE & CO., INC.
August 22, 1995 - May 17, 1996
BLUESTONE CAPITAL CORP.
February 9, 1995 - August 24, 1995
A.S. GOLDMEN & CO., INC.
February 1, 1995 - February 27, 1995
FIRST ASSET MANAGEMENT, INC.
December 23, 1994 - January 5, 1995
JOSEPHTHAL & CO., INC.
April 27, 1994 - January 20, 1995
M.S. FARRELL & COMPANY, INC.
March 11, 1993 - October 29, 1993
BUTTONWOOD SECURITIES, INC.
January 11, 1993 - January 20, 1993
FIRST UNION CAPITAL MARKETS CORP.
January 20, 1992 - February 28, 1992
RAYMOND JAMES & ASSOCIATES, INC.
October 17, 1991 - November 8, 1991
ARGUS SECURITIES, INC.
June 12, 1991 - December 17, 1991
CHATFIELD DEAN & CO., INC.
March 29, 1989 - December 6, 1990
METROPOLITAN LIFE INSURANCE COMPANY
March 29, 1989 - December 6, 1990
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/31/2021)
Exams
Current Firm
ATLANTIS ASSET MANAGEMENT, LLC
CRD#: 160462 / SEC#: 801-74691
Contact information
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 18,200,000 |
Red Flags
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