Briggs Wealth Management, Inc.

Briggs Wealth Management, Inc. (CRD# 125518) is a financial advisory firm headquartered in Glastonbury, CT. They manage $132,475,148 in 529 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    529
    ACCOUNTS
  • Average Account Value
    $250,426
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Briggs Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Mark V. Briggs
CRD#: 2898839
59 Sycamore Street, Glastonbury, CT 06033
96
Wealthminder
score

Mark Briggs (CRD# 2898839) is an Investment Advisor Representative working at Briggs Wealth Management, Inc. in Glastonbury, CT and has over 19 years of experience in the finance industry. Mark Briggs 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.

2
Noreen A. Dillman
CRD#: 4758228
251 Main Street, Wethersfield, CT 06109
93
Wealthminder
score

Noreen Dillman (CRD# 4758228) is an Investment Advisor Representative working at Briggs Wealth Management, Inc. in Wethersfield, CT and has over 12 years of experience in the finance industry.

3
Matthew G. Locci
CRD#: 6440869
59 Sycamore Street, Glastonbury, CT 06033
90
Wealthminder
score

Matthew Locci (CRD# 6440869) is an Investment Advisor Representative working at Briggs Wealth Management, Inc. in Glastonbury, CT and has 1 year of experience in the finance industry. Matthew Locci 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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