Connor Francis Dolan
Investment adviser representative at Integrated Wealth Concepts LLC
10 yearsExperience
2 statesRegistered in
$23.6BFirm assets
10 yearsFirm in business
Are you Connor Francis Dolan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Integrated Wealth Concepts, LLCDec 2025 to now
- Dynamic Wealth Advisors dba Fair Street AdvisorsAug 2019 to Dec 2025
- Gsb Wealth Management, LLCMay 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4749648
- Firm CRD
- 284656