Kevin R Connolly

Employer firm

Buffalo First Wealth Management, LLC CRD 168937

$91.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• 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

• 04/2012 → Present
  Medaille College
  Buffalo, NY
• 08/2013 → Present
  Buffalo First Wealth Management, Llc
  Williamsville, NY
• 10/2013 → Present
  Buffalo First Advisory Services, Llc
  Williamsville, NY

Previous Registrations

• 2021-06-06 → 2022-02-07
  Buffalo First Wealth Management, Llc
  Williamsville, NY
• 2009-05-27 → 2013-11-05
  Waddell & Reed
  Fairport, NY
  East Amherst, NY

Other Businesses

09/10/2013 - Present, varies insurance carriers for Buffalo First Advisory Services, Williamsville, NY Insurance sales and insurance agent, 2 hrs/month 04/2012-PRESENT, MEDAILLE COLLEGE, 18 AGASSIZ CIRCLE BUFFALO, NY 14214, HIGHER EDUCATION, TRUSTEE, NOT INVESTMENT RELATED, STRATEGIC PLANNING FOR COLLEGE, 5 HRS/MO, 0HRS/DAY DURING SEC TRADING HRS, DUTIES INCLUDE, FINANCE COMMITTEE, NOMINATING COMMITTEE, EXECUTIVE COMMITTEE

Exams

• S66 Uniform Combined State Law Examination
  2007-09-21

Other Names

• Kevin Connolly
• Kevin Ray Connolly