Rosemarie Connolly
Rosemarie Connolly is a CFP-designated registered investment advisor at Connolly Financial Advisors, INC., based in North Andover, MA, with 23 years of industry experience. Rosemarie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 125 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connolly Financial Advisors (CFA) provides investment advisory services using the SEI Private Trust Company platform. CFA offers investment supervisory services for portfolios investing in mutual funds, exchange-traded funds, and individual securities through separately managed accounts. The total client fee includes operating expenses charged by the mutual funds, ETFs, or money manager fees if separately managed accounts are used, and the advisory fee charged by CFA. CFA will suggest a reallocation of the portfolio based on changing economic or market conditions or changes in the client's individual circumstances.
Location
231 Sutton Street, Suite 2D-1, Suite 2D-1, North Andover, MA, 01845
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rosemarie is the sole proprietor of a CPA practice, Rosemarie A. Connolly, CPA, providing tax and accounting services to various entities and individuals. She receives an hourly rate for these services.
Employment History
Current Registrations
Connolly Financial Advisors, INC.
Previous Registrations
Legacy Investment Advisors INC.
AXA Advisors, LLC
Mony Securities Corporation
Trusted Advisors
State Registrations2 states
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