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DC

David E. Connelly

SYMMETRY PARTNERS
GLASTONBURY, CT 06033
Some features on this profile are disabled
CRD#: 2269331
DC

Professional summary

David Edward Connelly JR, who also goes by David Edward Connelly, is a registered financial advisor currently at SYMMETRY PARTNERS located in Glastonbury, Connecticut and ARTURA WEALTH, LLC located in Glastonbury, Connecticut.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. David has worked at 4 firms and has passed the Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Edward Connelly

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.
The name of the other business: Symmetry Partners, LLC Whether the business is investment-related: YES The nature of the other business: RIA Your position, title, or relationship with the other business: CEO/ Manager The start date of your relationship: 09/1994 The approximate number of hours/month you devote to the other business: Majority of working hours The number of hours you devote to the other business during securities trading hours: Majority of working hours Briefly describe your duties relating to the other business: leads the firm's strategic direction, oversees investment portfolios, and supports financial advisors

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Edward Connelly JR's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 1, 1997 - Present

SYMMETRY PARTNERS

Office #1: 151 National Drive, Glastonbury, CT 06033
RIA
CRD#: 120982
GLASTONBURY, CT
Current

August 7, 2025 - Present

ARTURA WEALTH, LLC

Office #1: 151 National Drive, Glastonbury, CT 06033
RIA
CRD#: 334786
GLASTONBURY, CT
Past

May 16, 2014 - August 28, 2025

APELLA WEALTH

RIA
CRD#: 171106
WEST HARTFORD, CT
Past

October 11, 1992 - August 30, 1994

MORGAN STANLEY DW INC.

BD
CRD#: 7556

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".
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 Approved)

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
(12/1/1997)
IAR
Texas
(6/2/2004)

Exams

State Security Law Exam
RR
Series 63
Date: 10/1/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 5/9/1994
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/1992
General Securities Representative Examination

Current Firm

SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 Approved)
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Contact information

Main Address
151 National Drive, Glastonbury, CT 06033
Mailing Address
Phone number
(860) 734-2000
Established
Firm type
Fiscal year end
# of Employees
53

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23 (9/8/2025)

Regulatory assets under management

Total Number of Accounts13,224
AUM (Assets Under Management)$ 5,718,728,103

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.

Company Information

SYMMETRY PARTNERS

CRD#: 120982Glastonbury, CT 06033

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