David C. Conoly

INVISTA ADVISORS

Montgomery, AL 36117

Some features on this profile are disabled

CRD#: 7774038

Professional summary

David Chadwick Conoly, who also goes by Chad Conoly, is a registered financial advisor currently at INVISTA ADVISORS located in Montgomery, Alabama.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. David has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad Conoly

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 David Chadwick Conoly'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

September 21, 2024 - Present

INVISTA ADVISORS

Office #1: 350 Leavell Circle, Montgomery, AL 36117

RIA

CRD#: 282899

Montgomery, AL

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".

INVISTA ADVISORS

INVISTA ADVISORS | MCDONALD FINANCIAL SERVICES, LLC | MCDONALD & HAGEN WEALTH MANAGEMENT

CRD#: 282899 / SEC#: 801-107431

RIA

Registered Investment Advisory firm - (3/18/2016 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.

Highlighted states indicate IAR registrations

IAR

Alabama
(9/21/2024)

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 65

Date: 9/20/2024

Uniform Investment Adviser Law Examination

Current Firm

INVISTA ADVISORS

INVISTA ADVISORS | MCDONALD FINANCIAL SERVICES, LLC | MCDONALD & HAGEN WEALTH MANAGEMENT

CRD#: 282899 / SEC#: 801-107431

RIA

Registered Investment Advisory firm - (3/18/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

350 Leavell Circle, Montgomery, AL 36117

Mailing Address

Phone number

(334) 387-0094

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	713
AUM (Assets Under Management)	$ 580,106,131

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.

Similar Advisors

Quinn Carranza

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Gregory Harris

PFS INVESTMENTS INC.

Farmingdale, NY

Minh Pham

NYLIFE SECURITIES LLC

Lafayette, LA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David C. Conoly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Chadwick Conoly's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVISTA ADVISORS

Primary Firm SEC Registration

INVISTA ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/20/2024

Current Firm

INVISTA ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVISTA ADVISORS

TRUST BUT VERIFY

Similar Advisors