Financial ADVSR advisor directory · SEC adviser records
Connecticut Wealth Management, LLC financial advisors in Farmington, CT
Every SEC-registered investment adviser representative at a Connecticut Wealth Management, LLC office in Farmington, A to Z.
The short answer
48 registered advisors work at Connecticut Wealth Management, LLC in Farmington, out of 49 at the firm nationwide; it ranks number 1 in the city by advisors. 25 list the CFP designation and 1 are also registered broker representatives.
Connecticut Wealth Management, LLC advisors in Farmington, A to Z
Every Connecticut Wealth Management, LLC advisor →- Daniel M. BallouCertified Financial Planner
- Jennifer D. BarryCertified Financial Planner · Also a broker rep
- Sabrina BehboudiInvestment adviser rep
- Matthew J. BonviciniCertified Financial Planner
- Kelly C. BoutinInvestment adviser rep
- Kevin BrigantiCertified Financial Planner
- Zachary C. BylykbashiCertified Financial Planner
- Rosa D. CadenaInvestment adviser rep
- Miguel CarneiroCertified Financial Planner
- Kathleen M. ChristensenPersonal Financial Specialist
- Brendan T. Conry, JrCertified Financial Planner
- Samuel M. DebonoCertified Financial Planner
- Elizabeth DevinoPersonal Financial Specialist
- Antonio DisorboChartered Financial Consultant
- Labib M. FasihuddinCertified Financial Planner
- Michael D. FernandesCertified Financial Planner
- Brendan F. FitzgeraldCertified Financial Planner
- Anthony R. GaliciaInvestment adviser rep
- Sean G. GannonInvestment adviser rep
- William P. HoriganCertified Financial Planner
- Denis M. HorriganCertified Financial Planner
- Jenna L. IsleibCertified Financial Planner
- Joseph KoontzInvestment adviser rep
- Joshua ManginiInvestment adviser rep
- Nathan P. NagelInvestment adviser rep
- Eric F. NataleInvestment adviser rep
- Charles L. OlsonCertified Financial Planner
- Richard A. PersechinoCertified Financial Planner
- Meredith M. PickettCertified Financial Planner
- Eric PitruzzelloInvestment adviser rep
- Jason A. RaitiChartered Financial Analyst
- Alexander R. RomejkoInvestment adviser rep
- Jack M. RoseCertified Financial Planner
- Richard A. RosenCertified Financial Planner
- Benjamin RoyInvestment adviser rep
- John RussoInvestment adviser rep
- Mia R. ServidoneCertified Financial Planner
- John J. ShanleyCertified Financial Planner
- Jarrett F. SolomonCertified Financial Planner
- Patrick F. SullivanCertified Financial Planner
- Patrick SullivanInvestment adviser rep
- Joshua E. SweeneyChartered Financial Analyst
- Danielle M. TataInvestment adviser rep
- Michael A. TedonePersonal Financial Specialist
- Kayleigh A. TherouxInvestment adviser rep
- Megan A. TraskCertified Financial Planner
- Christopher J. WinkelCertified Financial Planner
- Jake WoznykInvestment adviser rep
Connecticut Wealth Management, LLC advisors in every city and state →Connecticut Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Connecticut Wealth Management, LLC advisors in other cities
Other firms in Farmington
All Farmington advisors →LPL Financial LLC 18RBC Capital Markets, LLC 17Park Avenue Securities LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Cambridge Investment Research Advisors, Inc. 12Mjp Wealth Advisors 8Integrity Alliance, LLC. 6Wells Fargo Clearing Services, LLC 6Ameriprise Financial Services, LLC 5Medallion Wealth Advisors, LLC 5Sagebroadview Wealth Management, LLC 5Edward Jones 4
Questions
How many financial advisors does Connecticut Wealth Management, LLC have in Farmington?
48 investment adviser representatives are registered at Connecticut Wealth Management, LLC offices in Farmington, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 49 nationwide. 25 list the CFP designation and 1 are also registered as broker representatives.
Is Connecticut Wealth Management, LLC one of the largest advisor employers in Farmington?
Connecticut Wealth Management, LLC ranks number 1 in Farmington by registered advisors, ahead of LPL Financial LLC (18).
How do I check a Connecticut Wealth Management, LLC advisor in Farmington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Connecticut Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.