Financial ADVSR advisor directory · SEC adviser records
Connecticut Wealth Management, LLC financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Connecticut Wealth Management, LLC office in Connecticut, by city and A to Z.
The short answer
48 registered advisors work at Connecticut Wealth Management, LLC in Connecticut, out of 49 nationwide; it's the firm's number 1 state by advisors, and the most are in Farmington (48). 25 list the CFP designation and 1 are also registered broker representatives.
Connecticut Wealth Management, LLC advisors by city in Connecticut
Every firm in Connecticut →Connecticut Wealth Management, LLC advisors in Connecticut, A to Z
Search by name →- Daniel M. BallouFarmington · Certified Financial Planner
- Jennifer D. BarryFarmington · Certified Financial Planner
- Sabrina BehboudiFarmington
- Matthew J. BonviciniFarmington · Certified Financial Planner
- Kelly C. BoutinFarmington
- Kevin BrigantiFarmington · Certified Financial Planner
- Zachary C. BylykbashiFarmington · Certified Financial Planner
- Rosa D. CadenaFarmington
- Miguel CarneiroFarmington · Certified Financial Planner
- Kathleen M. ChristensenFarmington · Personal Financial Specialist
- Brendan T. Conry, JrFarmington · Certified Financial Planner
- Samuel M. DebonoFarmington · Certified Financial Planner
- Elizabeth DevinoFarmington · Personal Financial Specialist
- Antonio DisorboFarmington · Chartered Financial Consultant
- Labib M. FasihuddinFarmington · Certified Financial Planner
- Michael D. FernandesFarmington · Certified Financial Planner
- Brendan F. FitzgeraldFarmington · Certified Financial Planner
- Anthony R. GaliciaFarmington
- Sean G. GannonFarmington
- William P. HoriganFarmington · Certified Financial Planner
- Denis M. HorriganFarmington · Certified Financial Planner
- Jenna L. IsleibFarmington · Certified Financial Planner
- Joseph KoontzFarmington
- Joshua ManginiFarmington
- Nathan P. NagelFarmington
- Eric F. NataleFarmington
- Charles L. OlsonFarmington · Certified Financial Planner
- Richard A. PersechinoFarmington · Certified Financial Planner
- Meredith M. PickettFarmington · Certified Financial Planner
- Eric PitruzzelloFarmington
- Jason A. RaitiFarmington · Chartered Financial Analyst
- Alexander R. RomejkoFarmington
- Jack M. RoseFarmington · Certified Financial Planner
- Richard A. RosenFarmington · Certified Financial Planner
- Benjamin RoyFarmington
- John RussoFarmington
- Mia R. ServidoneFarmington · Certified Financial Planner
- John J. ShanleyFarmington · Certified Financial Planner
- Jarrett F. SolomonFarmington · Certified Financial Planner
- Patrick F. SullivanFarmington · Certified Financial Planner
- Patrick SullivanFarmington
- Joshua E. SweeneyFarmington · Chartered Financial Analyst
- Danielle M. TataFarmington
- Michael A. TedoneFarmington · Personal Financial Specialist
- Kayleigh A. TherouxFarmington
- Megan A. TraskFarmington · Certified Financial Planner
- Christopher J. WinkelFarmington · Certified Financial Planner
- Jake WoznykFarmington
Connecticut Wealth Management, LLC advisors in every state →Connecticut Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Connecticut Wealth Management, LLC financial advisors are in Connecticut?
48 investment adviser representatives are registered at Connecticut Wealth Management, LLC offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 49 at the firm nationwide. 25 list the CFP designation and 1 are also registered as broker representatives.
Where in Connecticut does Connecticut Wealth Management, LLC have the most advisors?
Farmington, with 48. Connecticut Wealth Management, LLC has advisors in 1 city in Connecticut.
How do I check a Connecticut Wealth Management, LLC advisor in Connecticut?
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.