Connor Francis Dolan

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 05/2019
  Gsb Wealth Management, Llc
  Guilford, CT
• 08/2019 → 12/2025
  Dynamic Wealth Advisors Dba Fair Street Advisors
  Phoenix, AZ
• 12/2025 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2019-08-21 → 2026-01-02
  Dynamic
  Phoenix, AZ
  Guilford, CT
• 2016-11-17 → 2019-05-06
  Grey Ledge Advisors, Llc
  Guilford, CT
• 2009-10-12 → 2016-05-23
  Osaic Institutions, Inc.
  Branford, CT
  Guilford, CT
  Guilford, CT
  North Madison, CT
• 2009-06-01 → 2009-06-26
  Morgan Stanley
  Essex, CT
• 2007-10-11 → 2009-06-01
  Morgan Stanley & Co. Llc
  Essex, CT
  Hartford, CT
  Madison, CT
• 2006-03-08 → 2007-10-04
  A. G. Edwards & Sons, Inc.
  Essex, CT
  Essex, CT

Other Businesses

12/05/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: FAIR STREET ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 12/05/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-07
• S63 Uniform Securities Agent State Law Examination
  2004-08-14