Christopher James Connolly

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-07
DC	RA	APPROVED	2025-07-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Gw&K Investment Management	Boston	MA	08/2016	03/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Washington	DC	06/2025	Present
Unemployed	Dumfries	VA	03/2025	06/2025
Georgetown University	Washington	DC	08/2015	05/2017
Bank Of America, N.A.	Washington	DC	07/2025	Present

08/2016 → 03/2025

Gw&K Investment Management

Boston, MA
06/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
03/2025 → 06/2025

Unemployed

Dumfries, VA
08/2015 → 05/2017

Georgetown University

Washington, DC
07/2025 → Present

Bank Of America, N.A.

Washington, DC

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-04
S63	Uniform Securities Agent State Law Examination	2013-07-12

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