Nicolas Good (CRD# 7629233) 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 | Feb 2022 - Current | 2 |
Student | Storrs, CT | Aug 2018 - May 2022 | 3 |
Connecticut Wealth Management | Farmington, CT | Jun 2021 - Mar 2022 | < 1 |
Webster Bank | Stamford, CT | Jun 2020 - Aug 2020 | < 1 |
Northwest Catholic High School | West Hartford, CT | Aug 2014 - Aug 2018 | 4 |
Northwest Catholic High School | West Hartford, CT | Sep 2014 - May 2018 | 3 |
St. Martha School | Enfield, CT | Sep 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 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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