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RC

Ryan S. Connolly

3EDGE ASSET MANAGEMENT, LP
Lone Tree, CO
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CRD#: 5562904
RC

Professional summary


Ryan Steven Connolly is a registered financial advisor currently at 3EDGE ASSET MANAGEMENT, LP located in Lone Tree, Colorado and VIGILANT DISTRIBUTORS, LLC located in Boston, Massachusetts.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Ryan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
Solve It Bracket Apps, LLC; Designing and creating phone based apps, not investment related; 7510 Indian Wells Pl, Lone Tree, CO 80124; Founder; Date started: August 15th, 2025; 2 hours a week working on it; Zero hours during trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan Steven Connolly'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

February 16, 2024 - Present

3EDGE ASSET MANAGEMENT, LP

RIA
CRD#: 282059
Lone Tree, CO
Current

October 4, 2024 - Present

VIGILANT DISTRIBUTORS, LLC

Office #1: 225 Franklin Street 26th Floor, Boston, MA 02110
BD
CRD#: 285573
Boston, MA
Past

June 9, 2021 - December 8, 2023

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

September 8, 2017 - May 18, 2021

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

August 22, 2017 - May 17, 2021

TOEWS ASSET MANAGEMENT

RIA
CRD#: 106304
Denver, CO
Past

June 6, 2013 - August 28, 2017

WEATHERSTONE CAPITAL MANAGEMENT

RIA
CRD#: 109490
NORTHGLENN, CO
Past

August 11, 2008 - March 13, 2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO

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".
3A
3EDGE ASSET MANAGEMENT, LP
3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA
Registered Investment Advisory firm - (12/28/2015 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Colorado
(2/16/2024)
RR
Colorado
(10/4/2024)
IAR
Texas
(2/16/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/15/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


3A
3EDGE ASSET MANAGEMENT, LP
3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA
Registered Investment Advisory firm - (12/28/2015 Approved)
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Contact information


Main Address
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108
Mailing Address
Phone number
(844) 903-3343
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (44 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

3EDGE ADV PART 2A - JULY 2024 (3/31/2025)

Regulatory assets under management


Total Number of Accounts2,211
AUM (Assets Under Management)$ 1,663,823,851

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


3EDGE ASSET MANAGEMENT, LP

CRD#: 282059Lone Tree, CO

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