2015 Five Star Award

Brendan Conry awarded Connecticut Five Star Wealth Manager Award for the 6th Year in a Row

News release announcing Connecticut recipients of the award:

Area Wealth Managers Qualify for Award Based on Research

Minneapolis, November, 2015 - Five Star Professional has named the Connecticut area recipients of the 2015 Five Star Wealth Manager award. The award winners appear in a special section in the December issue of Connecticut Magazine.

Five Star Professional partnered with Connecticut Magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Fewer than two percent of the 28,400 wealth managers in the Connecticut area were selected.

Award candidates were identified by one of three sources: firm nomination, peer nomination or pre-qualification. Five Star Professional relied on internal and external research data, including a survey to more than 14,400 registered financial services professionals and all identified financial service companies in the Connecticut area that are registered with FINRA or the SEC. Survey recipients were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award. Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions as reported by regulatory agencies.

Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, go to: www.fivestarprofessional.com.

 

Five Star Award is based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers' future performance.