Mia Servidone (CRD# 7797438) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year 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 | Farmington, CT | May 2023 - Current | < 1 |
Connecticut Wealth Management | Farmington, CT | Jan 2023 - May 2023 | < 1 |
Central Connecticut State University Bursar's Offi | New Britain, CT | Oct 2021 - May 2023 | 1 |
Picture Show | Berlin, CT | Nov 2018 - Oct 2021 | 2 |
Newington Parks And Rec | Newington, CT | Aug 2018 - Jun 2019 | < 1 |
Friendly's | Newington, CT | Oct 2018 - Nov 2018 | < 1 |
N/a | Newington, CT | Aug 2013 - Aug 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- 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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