Emily Wood, financial advisor Farmington CT

Emily Wood

CRD Number: 6012530
Current Firm: Connecticut Wealth Management, LLC

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.

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Professional Designations
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
Contact Info for Emily R. Wood
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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