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Advisors / New York / West Sayville
28yrs

James Francis Connolly

Financial advisor at Derryrush Wealth

West Sayville, NY 11796Top 21% by experience nationwideFiduciary advisor
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At a glance

Experience28 years (since 1999)
How that compares ?Top 21% by experience nationwide
Office93 Main Street, Suite 2c, West Sayville, NY 11796
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state

Services through Derryrush Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. Nov 2025 – now
    Derryrush WealthCurrent firm
  2. 2015 – 2025
    Wells Fargo Clearing Services, LLCPreviously
  3. 2003 – 2015
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously

Questions to ask James

Tailored to James’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About James

How do I contact James?

Call Derryrush Wealth at (631) 275-4885 and ask for James Francis Connolly. James works from the West Sayville, NY office.

How long has James been a financial advisor?

James has been in the industry since 1999, about 28 years. Top 21% by experience nationwide.

What licenses does James hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is James a fiduciary?

James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is James paid?

Derryrush Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask James for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.