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GC

Gilman W. Conant

TULLY & HOLLAND
BOSTON, MA 02116
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CRD#: 6083867
GC

Professional summary


Gilman Wright Conant III, who also goes by Gilman Wright Conant, Gilman Conant, Trip Conant, is a registered financial professional 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 79TO, SIE and Series 79 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gilman Wright Conant | Gilman Conant | Trip Conant

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 advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Gilman Wright Conant III'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®
None

Experience


Current

September 19, 2025 - Present

TULLY & HOLLAND, INCORPORATED

Office #1: 501 Boylston Street 10th Floor, Boston, MA 02116
BD
CRD#: 30029
BOSTON, MA
Past

August 2, 2013 - March 20, 2015

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(11/3/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/3/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/19/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (14 States and Territories)


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Documents


Direct owners and executive officers


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

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


TULLY & HOLLAND, INCORPORATED

CRD#: 30029Boston, MA 02116

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