Justin Connolly

DUCHARME WEALTH ADVISORS

Sewickley, PA

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CRD#: 6784728

Professional summary

Justin Connolly, who also goes by Justin Wray Connolly, Justin Connolly, is a registered financial advisor currently at DUCHARME WEALTH ADVISORS, LLC located in Sewickley, Pennsylvania.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Justin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Wray Connolly | Justin Connolly

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.

1) SALES OF EMPLOYER SPONSORED HEALTH CARE PLANS 2) TREASURER OF PITTSBURGH PETROLEUM CLUB; DUAL OVERSIGHT WITH PRESIDENT OF SPENDING, ORGANIZING SOCIAL EVENTS; NO CHECK SIGNING; 0-5 HRS/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Connolly'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

October 10, 2024 - Present

DUCHARME WEALTH ADVISORS, LLC

RIA

CRD#: 324659

Sewickley, PA

Past

August 16, 2021 - August 6, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MCMURRY, PA

Past

August 16, 2021 - August 6, 2024

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

MCMURRAY, PA

Past

March 14, 2019 - March 8, 2021

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

PITTSBURGH, PA

Past

March 14, 2019 - March 8, 2021

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

PITTSBURGH, PA

Past

September 20, 2017 - December 6, 2018

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SEVEN FIELDS, PA

Past

August 2, 2017 - December 6, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

SEVEN FIELDS, PA

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

Pennsylvania
(10/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/20/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/2/2017

General Securities Representative Examination

Current Firm

DUCHARME WEALTH ADVISORS, LLC

CRD#: 324659 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (4/10/2023 Approved)

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Contact information

Main Address

610 Old York Road, Suite 400, Jenkintown, PA 19046

Mailing Address

Phone number

(717) 609-6311

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	114
AUM (Assets Under Management)	$ 11,516,776

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.

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Justin Connolly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Connolly's CRS (Customer Relationship Summary).

Certified licenses

Experience

DUCHARME WEALTH ADVISORS, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/2/2017

Current Firm

DUCHARME WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DUCHARME WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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