Brendan Thomas Conry, jr
Investment adviser representative at Connecticut Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Connecticut Wealth Management, LLCSep 2025 to now
- Commonwealth Financial NetworkJan 2021 to Sep 2025
- Conry Asset ManagementJan 2019 to Aug 2025
- TamrNov 2018 to Nov 2019
- LocalyticsDec 2017 to Oct 2018
- Super Cellars LiquorsAug 2017 to Nov 2017
- Union CollegeSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CT).
Connecticut Wealth Management, LLC
$4.5BAssets managed
1,517Clients
50Advisers
14 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
- 7203548
- Firm CRD
- 154310