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Partner · Connecticut Wealth Management, LLC

John Shanley

CRD 6205300 · Named on Form ADV at one SEC-registered adviser

At a glance

Connecticut Wealth Management, LLC, an SEC-registered wealth manager based in Farmington, CT with $4.5 billion in regulatory assets, lists John Shanley on its Form ADV as Partner.

Firms and roles

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John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with John on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.