Brendan Conry
Brendan Conry is a ChFC-designated registered investment advisor at Connecticut Wealth Management, LLC, based in Marco Island, FL, with 39 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,391 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CTWM manages investments for a fee based on the value of your account. The maximum fee is 1.35% per year. This fee is paid quarterly, in advance. The fee may be negotiable.
Location
950 No. Collier Blvd, Marco Island, FL, 34145
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brendan serves as an expert witness, dedicating minimal time to this activity. He is also the sole member of Conry Asset Management, LLC, spending nearly full-time on securities and insurance business, and a co-owner of CKB Realty, dedicating minimal time to property management.
Employment History
Current Registrations
Connecticut Wealth Management, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
New England SecuritiesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.