Todd Jeffrey Connolly

Employer firm

Cynosure Group, LLC CRD 281399

$9.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2021 → Present
  The Cynosure Group
  Salt Lake City, UT
• 07/2019 → 07/2021
  Morgan Stanley
  South Jordan, UT
• 10/2015 → Present
  Connolly Family Dental
  Salt Lake City, UT
• 10/2018 → 05/2019
  Scott Marsh Financial
  Salt Lake City, UT
• 01/2018 → 01/2019
  Edu-Turn
  Salt Lake City, UT
• 05/2018 → 08/2018
  Mountain America Credit Union
  Salt Lake City, UT
• 08/2015 → 11/2017
  Connolly Lawn Care
  Salt Lake City, UT
• 08/2015 → 05/2019
  University Of Utah
  Salt Lake City, UT

Other Businesses

Connolly Family Dental. It is NOT Investment-Related. Address: 1963 East 2700 South Salt Lake City, UT 84106 Dental Practice Payroll Accountant Started working there in 2015 part time as a dental assistant, and in December 2018 began running their payroll each week. I spend less than 1 hour a week, and less than 3 hours a month to this business. I spend 0 hours on this business during security trading hours. I run their payroll each week, in an effort to assist my father with his small dental practice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-15