Cole David Connelly
Investment adviser representative at Symmetry Partners
10 yearsExperience
1 stateRegistered in
$4.7BFirm assets
24 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Symmetry Partners, LLCMay 2021 to now
- Umass AmherstSep 2019 to May 2023
- Wampanoag Country ClubMay 2018 to Sep 2019
- Harry's PizzaOct 2017 to Mar 2018
- Hall High SchoolMar 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
Symmetry Partners
Legal name: Symmetry Partners, LLC.
$4.7BAssets managed
8,909Clients
21Advisers
24 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
- 8236459
- Firm CRD
- 120982