Kevin R Connolly
Investment adviser representative at Buffalo First Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$91.7MFirm assets
5 yearsFirm in business
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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
14 years in the industry.
- Buffalo First Advisory Services, LLCOct 2013 to now
- Buffalo First Wealth Management, LLCAug 2013 to now
- Medaille CollegeApr 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NY).
Buffalo First Wealth Management, LLC
$91.7MAssets managed
583Clients
4Advisers
5 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
- 5325347
- Firm CRD
- 168937