Briggs Wealth Management, Inc.

Briggs Wealth Management, Inc. (CRD# 125518) is a financial advisory firm headquartered in Glastonbury, CT. They manage $222,711,368 in 673 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
59 Sycamore Street, Glastonbury, CT 06033
http://www.briggswealthmgmt.com
By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    673
    ACCOUNTS
  • Average Account Value
    $330,923
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
The map below shows states where this firm has explicit registration only.

CT, FL, NH

Financial Advisors at Briggs Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark Briggs, financial advisor Glastonbury CT
Mark V. Briggs
CRD#: 2898839
59 Sycamore Street, Glastonbury, CT 06033

Mark Briggs (CRD# 2898839) is an Investment Advisor Representative working at Briggs Wealth Management, Inc. in Glastonbury, CT and has over 26 years of experience in the finance industry.

2
William Rodriguez, financial advisor Glastonbury CT
William N. Rodriguez
CRD#: 4770622
59 Sycamore Street, Glastonbury, CT 06033

William Rodriguez (CRD# 4770622) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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