Kevin Leahy, financial advisor Farmington CT

Kevin Leahy

CRD Number: 4245603
Current Firm: Connecticut Wealth Management, LLC

Kevin Leahy (CRD# 4245603) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 20 years of experience in the finance industry. Kevin Leahy 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
Purshe Kaplan Sterling Investments, Inc. Albany, NY Jan 2016 - Current 5
Connecticut Wealth Management, LLC Farmington, CT Oct 2010 - Current 10
Lpl Financial, LLC Farmington, CT Mar 2001 - Dec 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Kevin C. Leahy
Phone Number: 860-470-0290
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    1,553
    MILLIONS
  • Total Number of Accounts
    1,864
    ACCOUNTS
  • Average Account Value
    $833,383
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

CA, CT, FL, LA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT

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