Conscious Capital Wealth Management, LLC

Conscious Capital Wealth Management, LLC (CRD# 174670) is a financial advisory firm headquartered in Glastonbury, CT. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CT

Financial Advisors at Conscious Capital Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
William D. Donaldson
CRD#: 2987253
381 Hubbard Street, Suite 300, Glastonbury, CT 06033
96
Wealthminder
score

William Donaldson (CRD# 2987253) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Glastonbury, CT and has over 19 years of experience in the finance industry. William Donaldson 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
Lawrence W. Ford
CRD#: 1988982
381 Hubbard Street, Suite 300, Glastonbury, CT 06033
93
Wealthminder
score

Lawrence Ford (CRD# 1988982) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Glastonbury, CT and has over 19 years of experience in the finance industry.

3
Michael J. Mancusi
CRD#: 4476369
381 Hubbard Street, Suite 300, Glastonbury, CT 06033
93
Wealthminder
score

Michael Mancusi (CRD# 4476369) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Glastonbury, CT and has over 16 years of experience in the finance industry.

4
Carolyn T. Oconnell
CRD#: 4381571
381 Hubbard Street, Suite 300, Glastonbury, CT 06033
93
Wealthminder
score

Carolyn Oconnell (CRD# 4381571) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Glastonbury, CT and has over 9 years of experience in the finance industry.

5
Andrea L. Wolfe
CRD#: 5104888
1587 Boston Post Road, Unit B8, Westbrook, CT 06498
93
Wealthminder
score

Andrea Wolfe (CRD# 5104888) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Westbrook, CT and has over 9 years of experience in the finance industry.

6
William M. Taylor
CRD#: 6743239
381 Hubbard Street, Suite 300, Glastonbury, CT 06033
87
Wealthminder
score

William Taylor (CRD# 6743239) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Glastonbury, CT and has 1 year of experience in the finance industry.

7
Charles M. Fetters
CRD#: 2614186
1587 Boston Post Road, Unit B8, Westbrook, CT 06498
83
Wealthminder
score

Charles Fetters (CRD# 2614186) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Westbrook, CT and has over 22 years of experience in the finance industry.

8
Steven M. Marantz
CRD#: 1082207
381 Hubbard Street, Suite 300, Glastonbury, CT 06033
63
Wealthminder
score

Steven Marantz (CRD# 1082207) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Glastonbury, CT and has over 35 years of experience in the finance industry.

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