Angela Connolly
Investment adviser representative at Verum Partners LLC
10 yearsExperience
1 stateRegistered in
$1BFirm assets
7 yearsFirm in business
Are you Angela Connolly? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Verum Partners, LLCMar 2023 to now
- Spx Technologies, Inc.Jun 2022 to Mar 2023
- The BroadwayJan 2022 to May 2022
- MFS Investment ManagementJan 2021 to Jul 2021
- Fidelity InvestmentsJan 2020 to Jun 2020
- Northeastern UniversitySep 2017 to May 2022
- Crescent Ridge Ice Cream & DairyMar 2016 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Verum Partners LLC
$1BAssets managed
405Clients
16Advisers
7 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
- 7743206
- Firm CRD
- 301058