Margaret Connelly has been an investment adviser representative at Investor's Fiduciary Advisor Network since December 2025, and is not listed among the firm’s executive officers or direct owners.
Investor'S Fiduciary Advisor Network, LLC is a firm with $787M under management, 887 clients and 16 advisers across 15 offices, as of its March 2026 filing.
Meg Connelly is Chief Investment Officer of Visible Wealth Planning, a dba of Investor FAN, based in Charlottesville, Virginia. She has more than 25 years of experience managing money across stocks, bonds, and private markets, with a global perspective. As Director of Research at the Teachers Retirement System of Georgia, she led the team responsible for investing the pension fund's global stock portfolio.
Margaret Connelly’s longest registration is the current one, under a year at Investor's Fiduciary Advisor Network since 2025. Before joining Investor's Fiduciary Advisor Network in 2025, Margaret Connelly was registered through Equita Financial Network, Inc.
- Investor FanCurrent– present · under a yearCharlottesville, VA · Adviser representative · Firm CRD 159301
- Equita Financial Network, Inc.– · under a yearCharlottesville, VA · Adviser representative · Firm CRD 277031
Investment adviser representative registrations
Margaret Connelly is registered as an investment adviser representative in Virginia, since December 2025.
- VirginiaSince 15 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 2025 |
| Series 7 | General Securities Representative Examination | 18 September 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Margaret Hoffmaster Connelly
- CRD
- 2644738
- Firm
- Investor's Fiduciary Advisor Network · CRD 159301
- Office
- 409 First Street North, Charlottesville, VA 22902
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- visiblewealthplanning.com
Where does Margaret Connelly work?
Margaret Connelly is an investment adviser representative registered through Investor'S Fiduciary Advisor Network, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Margaret Connelly a financial advisor?
Yes. Margaret Connelly has a current investment-adviser registration in Virginia, through Investor's Fiduciary Advisor Network since December 2025.
How many years of experience does Margaret Connelly have?
Margaret Connelly has 1 year in the financial industry, since May 2025, across 2 adviser firms.
What exams has Margaret Connelly passed?
Margaret Connelly has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in September 1995.
Where is Margaret Connelly based?
Margaret Connelly’s registered office is in Charlottesville, VA.
Is Margaret Connelly registered with FINRA?
No. Margaret Connelly has no current broker registration.
How can I verify Margaret Connelly’s record?
Search CRD 2644738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Margaret Connelly’s full registration record.