This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CONNECTICUT WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jul 31, 2020

First registration

Jan 4, 2021

Dual registered

no

Other names

Brendan Conry|Brendan Thomas Contry|Brendan Thomas Conry|Brendan T. Conry|Brendan Thomas Conry

IAPD individual key

7203548

• Occurred

  Sep 2, 2025
  Advisor changed firm

  Brendan Thomas Conry, Jr left Commonwealth Financial Network for Connecticut Wealth Management, Llc (registered 2025-09-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:614b8aff-bc69-90cc-1005-cb2987a03581

First observed

Jan 4, 2021

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.