Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC (CRD# 154310) is a financial advisory firm headquartered in Farmington, CT. They manage $2,132,796,640 in 2,950 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management2,133MILLION
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Total Number of Accounts2,950ACCOUNTS
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Average Account Value$722,982
- 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, CT, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WA
Nikolis Ford (CRD# 7785125) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.
Nicolas Good (CRD# 7629233) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.
William Horigan (CRD# 7187338) 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.
Jenna Isleib (CRD# 7384631) 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.
Rudolph Melk (CRD# 7801239) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.
Eric Natale (CRD# 7336308) 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.
Richard Persechino (CRD# 6963764) 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.
Sarah Rioux (CRD# 7634801) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.
Mia Servidone (CRD# 7797438) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.
Patrick Sullivan (CRD# 6403514) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.