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).

By the Numbers
  • Total Assets Under Management
    2,133
    MILLION
  • Total Number of Accounts
    2,950
    ACCOUNTS
  • Average Account Value
    $722,982
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Connecticut Wealth Management, LLC
Showing 21 - 30 of 32 top financial advisors.
21
Nikolis Ford
CRD#: 7785125
281 Farmington Avenue, Farmington, CT 06032

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.

22
Nicolas Good
CRD#: 7629233
281 Farmington Avenue, Farmington, CT 06032

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.

23
William P. Horigan
CRD#: 7187338
281 Farmington Avenue, Farmington, CT 06032

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.

24
Jenna L. Isleib
CRD#: 7384631
281 Farmington Avenue, Farmington, CT 06032

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.

25
Rudolph L. Melk
CRD#: 7801239
281 Farmington Avenue, Farmington, CT 06032

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.

26
Eric F. Natale
CRD#: 7336308
281 Farmington Avenue, Farmington, CT 06032

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.

27
Richard A. Persechino
CRD#: 6963764
281 Farmington Avenue, Farmington, CT 06032

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.

28
Sarah C. Rioux
CRD#: 7634801
281 Farmington Avenue, Farmington, CT 06032

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.

29
Mia R. Servidone
CRD#: 7797438
281 Farmington Avenue, Farmington, CT 06032

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.

30
Patrick F. Sullivan
CRD#: 6403514
281 Farmington Avenue, Farmington, CT 06032

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.

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