Connecticut Wealth Management, LLC

Connecticut Wealth Management, LLC (CRD# 154310) is a financial advisory firm headquartered in Farmington, CT. They manage $546,452,928 in 1,306 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    546
    MILLION
  • Total Number of Accounts
    1,306
    ACCOUNTS
  • Average Account Value
    $418,417
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.

CA, CT, FL, MA, MD, ME, NC, NH, NY, RI, TX, VT

Financial Advisors at Connecticut Wealth Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Denis M. Horrigan
CRD#: 2214876
281 Farmington Avenue, Farmington, CT 06032
96
Wealthminder
score

Denis Horrigan (CRD# 2214876) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 26 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.

2
Kevin C. Leahy
CRD#: 4245603
281 Farmington Avenue, Farmington, CT 06032
96
Wealthminder
score

Kevin Leahy (CRD# 4245603) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 17 years of experience in the finance industry. Kevin Leahy 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
Jarrett F. Solomon
CRD#: 4693541
281 Farmington Avenue, Farmington, CT 06032
96
Wealthminder
score

Jarrett Solomon (CRD# 4693541) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 14 years of experience in the finance industry. Jarrett Solomon 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.

4
Megan A. Trask
CRD#: 5824260
281 Farmington Avenue, Farmington, CT 06032
96
Wealthminder
score

Megan Trask (CRD# 5824260) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 6 years of experience in the finance industry. Megan Trask 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.

5
Ryan P. Tuttle
CRD#: 5013022
281 Farmington Avenue, Farmington, CT 06032
96
Wealthminder
score

Ryan Tuttle (CRD# 5013022) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 10 years of experience in the finance industry. Ryan Tuttle 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.

6
Kathleen M. Christensen
CRD#: 5344482
281 Farmington Avenue, Farmington, CT 06032
93
Wealthminder
score

Kathleen Christensen (CRD# 5344482) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 10 years of experience in the finance industry.

7
Michael A. Tedone
CRD#: 4414244
281 Farmington Avenue, Farmington, CT 06032
93
Wealthminder
score

Michael Tedone (CRD# 4414244) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 16 years of experience in the finance industry.

8
Kailee M. Ostroski
CRD#: 6732832
281 Farmington Avenue, Farmington, CT 06032
88
Wealthminder
score

Kailee Ostroski (CRD# 6732832) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.

9
Elizabeth A. Debassio
CRD#: 5185156
281 Farmington Avenue, Farmington, CT 06032
87
Wealthminder
score

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.

10
Labib M. Fasihuddin
CRD#: 6485620
281 Farmington Avenue, Farmington, CT 06032
87
Wealthminder
score

Labib Fasihuddin (CRD# 6485620) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.