Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC (CRD# 154310) is a financial advisory firm headquartered in Farmington, CT. They manage $3,168,312,415 in 1,388 accounts and serve the financial needs of clients across 24 states (or territories).
-
Total Assets Under Management3,168MILLION
-
Total Number of Accounts1,388ACCOUNTS
-
Average Account Value$2,282,646
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA
Daniel Ballou (CRD# 6005113) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 11 years of experience in the finance industry.
Jennifer Barry (CRD# 2620645) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 25 years of experience in the finance industry.
Kathleen Christensen (CRD# 5344482) 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.
Antonio Disorbo (CRD# 1573665) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 31 years of experience in the finance industry.
Labib Fasihuddin (CRD# 6485620) 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.
Michael Fernandes (CRD# 5902973) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 12 years of experience in the finance industry.
Martha Hardison (CRD# 6641714) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 7 years of experience in the finance industry.
Denis Horrigan (CRD# 2214876) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 32 years of experience in the finance industry.
Kevin Leahy (CRD# 4245603) 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.
Bichop Nawrot (CRD# 837409) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 40 years of experience in the finance industry.