Emily Wood (CRD# 6012530) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 8 years of experience in the finance industry. Emily Wood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 | Jan 2022 - Current | 1 |
| Connecticut Wealth Management, LLC | Farmington, CT | Jan 2020 - Dec 2021 | 1 |
| Connecticut Wealth Management, LLC | Farmington, CT | Mar 2018 - Dec 2019 | 1 |
| Michael's Inc- Michael's Jewelers | Avon, CT | Apr 2014 - Apr 2018 | 4 |
| Asset Strategies, Inc. | Avon, CT | Nov 2015 - Mar 2018 | 2 |
| Lpl Financial | Avon, CT | Jun 2015 - Nov 2015 | < 1 |
| First Niagara Bank | Avon, CT | Feb 2014 - Nov 2015 | 1 |
| Hollins University-wyndham Robertson Library | Roanoke, VA | Nov 2013 - Jan 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- CT
-
Total Assets Under Management2,133MILLIONS
-
Total Number of Accounts2,950ACCOUNTS
-
Average Account Value$722,982
- 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, CT, FL, LA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.