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).
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Total Assets Under Management3,168MILLION
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Total Number of Accounts1,388ACCOUNTS
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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
Kailee Ostroski (CRD# 6732832) 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.
John Shanley (CRD# 5647373) 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.
Jarrett Solomon (CRD# 4693541) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 20 years of experience in the finance industry.
Michael Tedone (CRD# 4414244) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 22 years of experience in the finance industry.
Megan Trask (CRD# 5824260) 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.
Emily Wood (CRD# 6012530) 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.
Matthew Bonvicini (CRD# 7439992) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 2 years of experience in the finance industry.
Kevin Briganti (CRD# 7329207) 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.
Samuel Debono (CRD# 7270438) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 2 years of experience in the finance industry.
Elizabeth Devino (CRD# 7282384) 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.