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JC

Justin Connolly

DUCHARME WEALTH ADVISORS
Sewickley, PA
Some features on this profile are disabled
CRD#: 6784728
JC

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.
The advisor shows no other business activity.

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

BD
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.

BD
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

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/20/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/2/2017
General Securities Representative Examination

Current Firm

DW
DUCHARME WEALTH ADVISORS, LLC
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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts114
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.

Company Information

DUCHARME WEALTH ADVISORS, LLC

CRD#: 324659Sewickley, PA

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