James Connolly
Derryrush Wealth · West Sayville, New York
James Connolly is a fee-only financial advisor at Derryrush Wealth in West Sayville, New York. Derryrush Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Derryrush Wealth |
|---|---|
| Based in | West Sayville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $25.8M across 72 accounts |
| SEC registration | Investment adviser representative in NY · CRD 3156749 |
| Exams passed | Series 63 (1999) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.derryrush.com |
| Profile |
How James's firm compares
- Derryrush Wealth's average account is about $359,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about James
Is James Connolly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Derryrush Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Derryrush Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Connolly based?
James Connolly is based in West Sayville, New York.
Is James Connolly registered with the SEC?
Yes. James Connolly is registered as an investment adviser representative in NY (CRD 3156749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Derryrush Wealth manage?
Derryrush Wealth reports $25.8M across 72 accounts in assets under management.
How do I contact James Connolly?
Through James's website, www.derryrush.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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