Brendan
Conry
Commonwealth Financial Network
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About this Advisor
Brendan Conry is a financial advisor based in Berlin, Connecticut with a total of 2 years of industry experience. Conry is currently employed by Commonwealth Financial Network. Throughout their career, they have worked at Conry Asset Management, Tamr, Localytics, Commonwealth Financial Network, Super Cellars Liquors, Union College and Avon Old Farms School. Conry maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Connecticut. Commonwealth Financial Network is a registered investment company based in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 advisors. It administers $146 billion in assets across its 585,629 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types charged by Commonwealth Financial Network can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brendan Conry Work History
Brendan has been registered as a financial advisor for 2 years.*
Commonwealth Financial Network
Conry Asset Management
Conry Asset Management
Tamr
Localytics
Super Cellars Liquors
Union College
Avon Old Farms School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brendan Conry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
Saint George, UT
East Syracuse, NY
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Rochester, MN
Ludlow, MA
Waltham, MA
Kennewick, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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