Cole David Connelly
Investment Adviser Representative at Symmetry Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cole David Connelly is an investment adviser representative with Symmetry Partners in Glastonbury, CT, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Connecticut.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Harry's PizzaOct 2017 – Mar 2018West Hartford, CT
- Wampanoag Country CLUBMay 2018 – Sep 2019West Hartford, CT
- Symmetry Partners, LLCMay 2021 – no end date reportedGlastonbury, CT
- Umass AmherstSep 2019 – May 2023Amherst, MA
- HALL HIGH SchoolMar 2016 – Jul 2017West Hartford, CT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Symmetry Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $5,000 (waivable)
- Direct Client Tier 11.00%
- Direct Client Tier 20.75%
- Direct Client Tier 30.50%
- Axiom Platform Tier 10.35%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment solutions including Tax Alpha, Direct Indexing, Panoramic Mutual Funds & ETFs, and PrecisionCore ETF Models; advisor technology including a unified wealth platform with curated technology and expert support; and separately managed accounts (SMAs) and High-Net-Worth Tax Alpha solutions.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Glastonbury, CT
- SEC file number:
- 801-61342
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Symmetry Partners
Showing 12 of 21 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cole David Connelly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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