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CC

Cole D. Connelly

SYMMETRY PARTNERS
GLASTONBURY, CT 06033
CRD#: 8236459
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CC
Cole David ConnellySYMMETRY PARTNERS

Professional summary

Cole David Connelly is a registered financial advisor currently at SYMMETRY PARTNERS located in Glastonbury, Connecticut.

Cole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Cole has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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 Cole David Connelly'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

March 21, 2026 - Present

SYMMETRY PARTNERS

Office #1: 151 National Drive, Glastonbury, CT 06033
RIA
CRD#: 120982
GLASTONBURY, CT

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".
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | IVORY WEALTH PARTNERS | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 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
Connecticut
(3/21/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/21/2026
Uniform Investment Adviser Law Examination

Current Firm

SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | IVORY WEALTH PARTNERS | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 Approved)
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Contact information

Main Address
151 National Drive, Glastonbury, CT 06033
Mailing Address
Phone number
(860) 734-2000
Established
Firm type
Fiscal year end
# of Employees
52

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23 (2/27/2026)

Regulatory assets under management

Total Number of Accounts11,419
AUM (Assets Under Management)$ 4,730,645,660

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

SYMMETRY PARTNERS

CRD#: 120982Glastonbury, CT 06033

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