Antonio Disorbo (CRD# 1573665) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 31 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Connecticut Wealth Management, LLC | Farmington, CT | Sep 2020 - Current | 3 |
| New England Capital Planners, Inc. | Avon, CT | Dec 2009 - Sep 2020 | 10 |
| Lpl Financial LLC | Avon, CT | Sep 2009 - Sep 2020 | 11 |
| New England Capital Planners Inc. | Avon, CT | Feb 2009 - Sep 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
- CT
-
Total Assets Under Management3,168MILLIONS
-
Total Number of Accounts1,388ACCOUNTS
-
Average Account Value$2,282,646
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA
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