Patrick Connolly
Investment Adviser Representative at Steward Partners Investment Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Connolly is an investment adviser representative with Steward Partners Investment Advisory, LLC in Kennesaw, GA, where they have been registered since 2024. They have worked in the securities industry since 2012 and have been registered with 4 firms, including J.p. Morgan Securities LLC and VOYA Investment Management Co. LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Georgia, Louisiana, North Carolina, Ohio, and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia, Louisiana, North Carolina, Ohio, Texas
- Broker:
25 states and territories
Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Missouri, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
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.
- JP Morgan Securities LLCJan 2016 – Aug 2018Atlanta, GA
- JP Morgan Chase Bank NAJan 2016 – Aug 2018Atlanta, GA
- VOYA Investment ManagementApr 2019 – Aug 2021Altanta, GA
- VOYA Investments Distributor, LLCApr 2019 – Aug 2021Windsor, CT
- VOYA Investment Management Co. LLCApr 2019 – Aug 2021New York, NY
- BrandsafwayAug 2018 – Mar 2019Kennesaw, GA
- Jpmorgan Chase BANK, N.A.Aug 2021 – Feb 2024Atlanta, GA
- J.p. Morgan Securities LLCAug 2021 – Feb 2024Atlanta, GA
- Steward Partners Global Advisory, LLCFeb 2024 – no end date reportedKennesaw, GA
- Steward Partners Investment Services, LLCFeb 2024 – no end date reportedKennesaw, GA
- Steward Partners Investment Advisory, LLCFeb 2024 – no end date reportedKennesaw, GA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Steward Partners Investment Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 460
- Offices listed on AdvisorFinder:
- 28
- Main office:
- Stamford, CT
- SEC file number:
- 801-107426
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Steward Partners Investment Advisory, LLC
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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. Patrick Connolly 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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