Connecticut Wealth Management, LLC

Connecticut Wealth Management, LLC (CRD# 154310) is a financial advisory firm headquartered in Farmington, CT. They manage $2,095,753,135 in 2,641 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,096
    MILLION
  • Total Number of Accounts
    2,641
    ACCOUNTS
  • Average Account Value
    $793,545
Compensation Options
  • A percentage of assets under your management
  • 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.

AZ, CA, CT, FL, LA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT

Financial Advisors at Connecticut Wealth Management, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Daniel M. Ballou
CRD#: 6005113
281 Farmington Avenue, Farmington, CT 06032

Daniel Ballou (CRD# 6005113) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 8 years of experience in the finance industry. Daniel Ballou 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
Jennifer D. Barry
CRD#: 2620645
281 Farmington Avenue, Farmington, CT 06032

Jennifer Barry (CRD# 2620645) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 23 years of experience in the finance industry. Jennifer Barry 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.

3
Kathleen M. Christensen
CRD#: 5344482
281 Farmington Avenue, Farmington, CT 06032

Kathleen Christensen (CRD# 5344482) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 13 years of experience in the finance industry.

4
Elizabeth A. Debassio
CRD#: 5185156
281 Farmington Avenue, Farmington, CT 06032

Elizabeth Debassio (CRD# 5185156) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.

5
Antonio Disorbo
CRD#: 1573665
281 Farmington Avenue, Farmington, CT 06032

Antonio Disorbo (CRD# 1573665) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 29 years of experience in the finance industry.

6
Labib M. Fasihuddin
CRD#: 6485620
281 Farmington Avenue, Farmington, CT 06032

Labib Fasihuddin (CRD# 6485620) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 3 years of experience in the finance industry. Labib Fasihuddin 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.

7
Michael D. Fernandes
CRD#: 5902973
281 Farmington Avenue, Farmington, CT 06032

Michael Fernandes (CRD# 5902973) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 9 years of experience in the finance industry. Michael Fernandes 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.

8
Martha P. Hardison
CRD#: 6641714
281 Farmington Avenue, Farmington, CT 06032

Martha Hardison (CRD# 6641714) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 4 years of experience in the finance industry.

9
Denis M. Horrigan
CRD#: 2214876
281 Farmington Avenue, Farmington, CT 06032

Denis Horrigan (CRD# 2214876) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 29 years of experience in the finance industry. Denis Horrigan 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.

10
Claudia J. Jacques-Soto
CRD#: 1038133
281 Farmington Avenue, Farmington, CT 06032

Claudia Jacques-Soto (CRD# 1038133) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 39 years of experience in the finance industry. Claudia Jacques-Soto 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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