Joseph
Connolly
Delos Wealth Advisors
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About this Advisor
Joseph Connolly is a certified financial planner who works out of Dallas, Texas, with 3 years of industry experience. Connolly is on the advisory team at Delos Wealth Advisors. Throughout their career, they have worked at Steadfast Capital Markets Group, LLC, Crossroads Capital Insurance Services, Crossroads Capital Distributors, Voya, Directed Services LLC, Athene Annuity And Life Company, Athene Securities, LLC and Delos Wealth Advisors, LLC. Connolly maintains a Series 63 license, certifying them as a securities representative, and can work in California and Texas. Delos Wealth Advisors is a registered investment business operating out of Dallas, TX. It administers $135 million in assets under management across its 273 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 273 customer accounts, 34% are associated with high-net-worth individuals who have more than $1 million in assets. Delos Wealth Advisors performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees are based on the type of financial services provided. Fees billed by Delos Wealth Advisors most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Delos Wealth Advisors Brokerage Details
$135,199,761
3
273
$495,237
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Connolly Work History
Joseph has been registered as a financial advisor for 3 years.*
Delos Wealth Advisors, LLC
Voya
Directed Services LLC
Athene Annuity And Life Company
Athene Securities, LLC
Crossroads Capital Distributors
Crossroads Capital Insurance Services
Steadfast Capital Markets Group, LLC
*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 Joseph Connolly 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 Delos Wealth Advisors
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
