David Conoly
Advisor at Invista Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Invista Advisors
Location
Montgomery, AL 36117
Credentials
Series 65
Industry experience
1 year
About
David Conoly is a financial advisor at Invista Advisors in Montgomery, AL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Collegiate Hotel and Auburn University. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580.1 million in assets and uses a combination of discretionary and non-discretionary strategies tailored to clients’ objectives and risk tolerance.
Client services
Based on Invista Advisors
Financial planning
Portfolio management
Pension consulting
Expertise
Based on Invista Advisors
General retirement planning
Business ownership considerations
Equity Recipients (RS/RSU, SOP, ESPP)
Fee options
$0 - $500,000: Up to 2.00% $500,001 - $1,000,000: Up to 1.75% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00%
Commissions charged by LPL Financial for brokerage accounts and insurance commissions from insurance products
Hourly consulting fees generally range from $200 to $400 per hour, may exceed $400
Account minimum: $15,000 Fee-only: Financial Planning: $500 to $5,000 fixed fee; Hourly Consulting: $200 to $400 per hour
Location
350 Leavell Circle
Montgomery, AL 36117
Most active in
David C has reported serving >5 clients in these states in the last 12 months.
Alabama
Work history
Invista Advisors
2024 - Present (2 years)
Invista Advisors
2023 - Present (3 years)
The Collegiate Hotel
2021 - 2024 (3 years)
Drive Zone Auto Sales
2021 - 2021 (1 year)
Coffee Floral Outlet
2020 - 2020 (1 year)
The Depot
2019 - 2020 (1 year)
Auburn Univeristy
2019 - 2024 (5 years)
Newtopia
2018 - 2018 (1 year)
School
2006 - 2019 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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