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Gilman Wright Conant Iii

TULLY & HOLLAND
BOSTON, MA
·CRD# 6083867·13 years experience

Professional Summary

Gilman Wright Conant III, who also goes by Gilman Wright Conant, Gilman Conant, Trip Conant, is a registered financial advisor currently at TULLY & HOLLAND, INCORPORATED located in Boston, Massachusetts. Gilman is registered as a RR (Registered Representative) and started their career in finance in 2013. Gilman has worked at 2 firms and has passed the Series 63, Series 82TO, Series 79TO, SIE and Series 79 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gilman Wright Conant, Gilman Conant, Trip Conant

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

13 years in the financial services industry

Current & Past Employments

TULLY & HOLLAND, INCORPORATED·CRD# 30029
BD
501 Boylston Street 10th Floor, Boston, MA 02116
September 19, 2025 - Present
WILLIAM BLAIR·CRD# 1252
BD
Chicago, IL
August 2, 2013 - March 20, 2015

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Current Firm

T&
TULLY & HOLLAND, INCORPORATED

TULLY & HOLLAND, INCORPORATED | ULIN & HOLLAND, INCORPORATED

CRD#: 30029 / SEC#: 8-44691
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

501 Boylston Street 10th Floor, Boston, MA 02116

Mailing Address

501 Boylston Street 10th Floor, Boston, MA 02116

Phone Number

(781) 239-2900

Established

Massachusetts since 02/07/1992

Firm Type

Corporation

Fiscal Year End

March

Firm Size

Small

FINRA licenses (14 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
TULLY, TIMOTHY WILLIAMPRESIDENT, CHIEF COMPLIANCE OFFICER AND ANTI-MONEY LAUNDERING COMPLIANCE OFFICER2779617

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Massachusetts
(11/3/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2025About the Series 63 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jul 2026About the Series 82TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Sep 2025About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2025About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Aug 2013About the Series 79 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Gilman Wright Conant III's CRS (Customer Relationship Summary).

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