Thomas Britt, financial advisor Old Lyme CT

Thomas Britt

CRD Number: 2193989
Current Firm: Benchmark Wealth Management, LLC

Thomas Britt (CRD# 2193989) is an Investment Advisor Representative working at Benchmark Wealth Management, LLC in Old Lyme, CT and has over 23 years of experience in the finance industry. Thomas Britt 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
Benchmark Wealth Management, LLC Old Lyme, CT Sep 2016 - Current 7
Private Client Services, LLC Louisville, KY Feb 2016 - Current 8
Greenwich Wealth Management, LLC Greenwich, CT Feb 2016 - Dec 2016 < 1
Wells Fargo Advisors Financial Network LLC Old Lyme, CT May 2009 - Feb 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas J. Britt
Phone Number: (860) 434-6890
Registered State(s):
  • CT
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    362
    MILLIONS
  • Total Number of Accounts
    770
    ACCOUNTS
  • Average Account Value
    $470,218
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, FL, MA, MI, NH, NJ, NY, RI, TX

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