Ctma Wealth Management

Ctma Wealth Management (CRD# 157855) is a financial advisory firm headquartered in East Haven, CT. They manage $111,121,808 in 332 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $334,704
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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, MA, MD, ME, NY, PA, TX

Financial Advisors at Ctma Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
John R. Burzenski
CRD#: 4245878
100 South Shore Drive, Suite 100, East Haven, CT 06512
93
Wealthminder
score

John Burzenski (CRD# 4245878) is an Investment Advisor Representative working at Ctma Wealth Management in East Haven, CT and has over 17 years of experience in the finance industry.

2
Melinda R. Torgerson
CRD#: 5411274
100 South Shore Drive, Suite 100, East Haven, CT 06512
90
Wealthminder
score

Melinda Torgerson (CRD# 5411274) is an Investment Advisor Representative working at Ctma Wealth Management in East Haven, CT and has over 4 years of experience in the finance industry.

3
Christopher Abely
CRD#: 2081459
100 South Shore Drive, Suite 100, East Haven, CT 06512
86
Wealthminder
score

Christopher Abely (CRD# 2081459) is an Investment Advisor Representative working at Ctma Wealth Management in East Haven, CT and has over 27 years of experience in the finance industry.

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