Craig Connolly
Craig Connolly is a registered investment advisor at United Advisor Group, based in Cincinnati, OH, with 29 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
8170 Corporate Park Dr., Suite 300, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History (2)
Financial
August 2016Regulatory
October 2013Other Business ActivitiesSells Insurance
Craig is a partner at Bove Connolly Taylor Financial, providing financial consulting, insurance sales, and tax preparation, dedicating a few hours per week. He is also the owner/IAR of United Advisor Group, an RIA providing financial planning and investment management, which takes nearly all of his time.
Employment History
Current Registrations
United Advisor Group
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Thurston Springer Advisors
Thurston Springer Financial
Thurston Springer FinancialBroker
SA Stone Investment Advisors INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Eneric Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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.