DC
DC

David Edward Connelly

28 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
10,451 clients
Average Client Portfolio
$547K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

151 National Drive, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Artura Wealth, LLC
August 2025 - Present · 6 mos
Symmetry Partners
December 1997 - Present · 28 yrs 2 mos
Previous Registrations
Apella Wealth
May 2014 - August 2025 · 11 yrs 3 mos
State Registrations2 states
CTTX
Advisor
Exams
No exam information available for this advisor.
David Edward Connelly - Financial Advisor | TrueAdvisor