Advisor at 3Edge Asset Management, LP
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Firm
3Edge Asset Management, LP
Location
Lone Tree, CO
Credentials
Series 63, Series 65
Industry experience
13 years
Ryan Connolly is a financial advisor with 13 years of industry experience, currently with 3EDGE Asset Management, LP. He holds Series 63 and Series 65 designations and has worked at firms including Vigilant Distributors, Northern Lights Distributors, Wright Fund Management, Toews Corporation, and Weatherstone Capital Management. Outside of finance, he is the founder of Solve It Bracket Apps, LLC, a company focused on designing and creating phone-based apps. 3EDGE Asset Management serves individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations through separately managed accounts and sub-advisory relationships. The firm employs a global, multi-asset, top-down allocation approach using quantitative research and portfolio stress testing, primarily implementing strategies via index ETFs and proprietary ESG rankings.
Based on 3Edge Asset Management, LP
Based on 3Edge Asset Management, LP
0.80% annual flat fee for non-discretionary investment advisory services based on assets in financial plan
$0 - $1,000,000: 0.80% annually $1,000,000 - $5,000,000: 0.70% annually $5,000,000 - $50,000,000: 0.60% annually $50,000,000+: 0.50% annually
Account minimum: $500,000
Lone Tree, CO
Colorado · Texas
Vigilant Distributors, LLC
2024 - Present (2 years)
3EDGE Asset Management, LP
2024 - Present (2 years)
Northern Lights Distributors, Llc
2021 - 2023 (2 years)
Wright Fund Management, Llc
2021 - 2023 (2 years)
Northern Lights Distributors, LLC
2017 - 2021 (4 years)
Toews Corporation
2017 - 2021 (4 years)
Weatherstone Capital Management
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, Series 63, Series 65, AIF®
Castle Rock, CO
Fidelis Wealth Advisors
Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.
Series 63, Series 66
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Series 63, Series 65
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Skidmore Advisory Services, Inc.
CFP®, Series 65
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Sample Financial Solutions, LLC
CFP®, Series 66
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Financial Solution Advisors Corp.
Series 63, Series 66
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Visionary Planning & Investment, LLC
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