RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
C••••• F•••••• D••••
- Professional profile
- linkedin.com/in/connor-francis-dolan-99144612reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I••••••••• W••••• C••••••• L•• independent RIA currentsince Dec 8, 2025 · Guilford, Ct
- D•••••• independent RIAAug 21, 2019 to Jan 2, 2026 · Phoenix, Az
- G••• L•••• A•••••••• L•• independent RIANov 17, 2016 to May 6, 2019 · Guilford, Ct
- O•••• I••••••••• I••• BD affiliatedOct 12, 2009 to May 23, 2016 · Branford, Ct
- M••••• S•••••• wirehouseJun 1, 2009 to Jun 26, 2009 · Essex, Ct
- M••••• S•••••• • C•• L•• unclassifiedOct 11, 2007 to Jun 1, 2009 · Essex, Ct
- A• G• E•••••• • S•••• I••• unclassifiedMar 8, 2006 to Oct 4, 2007 · Essex, Ct
- D•••••• to I••••••••• W••••• C••••••• L••left Jan 2, 2026, registered Dec 8, 2025 (-25 days) · RIA to RIA
- G••• L•••• A•••••••• L•• to D••••••left May 6, 2019, registered Aug 21, 2019 (107 days) · RIA to RIA
- O•••• I••••••••• I••• to G••• L•••• A•••••••• L••left May 23, 2016, registered Nov 17, 2016 (178 days) · Other
- M••••• S•••••• to O•••• I••••••••• I•••left Jun 26, 2009, registered Oct 12, 2009 (108 days) · Other
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- A• G• E•••••• • S•••• I••• to M••••• S•••••• • C•• L••left Oct 4, 2007, registered Oct 11, 2007 (7 days) · Other
- C••••• F•••••• D•••• left Dynamic for I••••••••• W••••• C••••••• L•• (registered 2025-12-08)Jan 2, 2026 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address