James Connolly
Advisor at Derryrush Wealth
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
Derryrush Wealth
Location
West Sayville, NY 11796
Credentials
Series 63, Series 65
Industry experience
26 years
About
James Connolly is a financial advisor at Derryrush Wealth with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he owns an eCommerce clothing retailer and serves as the History Chairman of the Suffolk County Ancient Order of Hibernians. Derryrush Wealth provides portfolio management and pension consulting services to pension plans, charitable organizations, corporations, and high-net-worth individuals. The firm uses a diverse investment approach incorporating charting, cyclical, fundamental, and quantitative analysis, and it may allocate assets to third-party managers.
Client services
Based on Derryrush Wealth
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Derryrush Wealth
Divorce financial planning
Options & derivatives strategies
Private / alternative investments
Annuities
Fee options
Fixed financial planning fees range from $2,500 to $25,000; Divorce Financial Decision Clarity fees are fixed and disclosed in advance.
All Assets+: 2.00% annually
Location
93 Main Street, Suite 2 C
West Sayville, NY 11796
Most active in
James C has reported serving >5 clients in these states in the last 12 months.
New York
Work history
Derry Rush Wealth Management LLC
2025 - Present (1 year)
Wells Fargo Clearing
2016 - 2025 (9 years)
Wells Fargo Advisors LLC
2015 - 2016 (1 year)
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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