Financial advisor
Connor Dolan
Now at Integrated Partners · Fair Street Advisors · Guilford, CT
Registered as CONNOR FRANCIS DOLAN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Fair Street Advisors | Dynamic | Integrated Partners | Lateral | January 7, 2026 | $233M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | Investment adviser | December 8, 2025 | Current |
| DYNAMIC | Investment adviser | August 21, 2019 | January 2, 2026 |
| GSB WEALTH MANAGEMENT, LLC | Investment adviser | November 17, 2016 | May 6, 2019 |
| INFINEX INVESTMENTS, INC. | Investment adviser | October 12, 2009 | May 23, 2016 |
| INFINEX INVESTMENTS, INC. | Broker-dealer | October 12, 2009 | May 23, 2016 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment adviser | June 1, 2009 | June 26, 2009 |
| MORGAN STANLEY SMITH BARNEY | Broker-dealer | June 1, 2009 | June 26, 2009 |
| MORGAN STANLEY & CO. INCORPORATED | Investment adviser | October 11, 2007 | June 1, 2009 |
| MORGAN STANLEY & CO. INCORPORATED | Broker-dealer | October 11, 2007 | June 1, 2009 |
| A. G. EDWARDS & SONS, INC. | Investment adviser | March 8, 2006 | October 4, 2007 |
| A. G. EDWARDS & SONS, INC. | Broker-dealer | September 15, 2005 | October 4, 2007 |
| CAPITAL GROWTH FINANCIAL, LLC | Broker-dealer | July 5, 2004 | October 20, 2004 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.