Financial ADVSR advisor directory · SEC adviser records
Connecticut Wealth Management, LLC financial advisors
Every SEC-registered investment adviser representative at Connecticut Wealth Management, LLC, by the state and city of the office they work from.
49 registered advisors work at Connecticut Wealth Management, LLC, in 2 states and 2 cities; the most are in Farmington, CT (48). 25 list the CFP designation and 1 are also registered broker representatives.
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Cities with the most Connecticut Wealth Management, LLC advisors
Connecticut Wealth Management, LLC advisors by state
Questions
How many financial advisors does Connecticut Wealth Management, LLC have?
49 investment adviser representatives are registered with Connecticut Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 25 list the CFP designation and 1 are also registered as broker representatives.
Where does Connecticut Wealth Management, LLC have the most advisors?
Farmington, CT, with 48 registered advisors, then Marco Island, FL (1). By state, Connecticut has the most, with 48.
How do I find a Connecticut Wealth Management, LLC financial advisor near me?
Pick your state below, then your city, to see every Connecticut Wealth Management, LLC advisor registered at an office there. Each one 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. An advisor registered at Connecticut Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →