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Ryan Steven Connolly

Investment Adviser Representative at 3edge Asset Management, LP

Lone Tree, COCRD #5562904Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ryan Steven Connolly is an investment adviser representative with 3edge Asset Management, LP in Lone Tree, CO, where they have been registered since 2024. They have worked in the securities industry since 2013 and have been registered with 3 firms, including Toews Corporation and Weatherstone Capital Management. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Texas
Broker:
1 state or territory

Colorado

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/15/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 12/15/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/8/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/8/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Vigilant Distributors, LLCCurrent
10/4/2024 – Lone Tree, CO
3edge Asset Management, LPCurrent
2/16/2024 – Lone Tree, CO
Toews Corporation
8/22/2017 – 5/17/2021Denver, CO
Weatherstone Capital Management
6/6/2013 – 8/28/2017Northglenn, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Weatherstone Capital Management
    May 2013 – Jul 2017Denver, CO
  2. Northern Lights Distributors, LLC
    Aug 2017 – May 2021Elkhorn, NE
  3. Toews Corporation
    Jul 2017 – May 2021Northfield, NJ
  4. Wright FUND Management, LLC
    Jun 2021 – Dec 2023Santa Monica, CA
  5. Northern Lights Distributors, LLC
    Jun 2021 – Dec 2023Elkhorn, NE
  6. 3edge Asset Management, LP
    Jan 2024 – no end date reportedNaples, FL
  7. Vigilant Distributors, LLC
    Oct 2024 – no end date reportedChadds Ford, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About 3edge Asset Management, LP

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$500,000 (waivable)
Firm's annual rate schedule by assets
  • First $1 Million0.80%
  • Next $4 Million0.70%
  • Next $45 Million0.60%
  • Amount Over $50 Million0.50%

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
15
Offices listed on AdvisorFinder:
3
Main office:
Naples, FL
SEC file number:
801-106982

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 7, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Steven 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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