Innovative Wealth Management

Innovative Wealth Management (CRD# 308965) is a financial advisory firm headquartered in Stratford, CT. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, NY, TX

Financial Advisors at Innovative Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Vincent M. Farasciano
CRD#: 3134100
45 Yorktown Cir, Trumbull, CT 06611

Vincent Farasciano (CRD# 3134100) is an Investment Advisor Representative working at Innovative Wealth Management in Trumbull, CT and has over 22 years of experience in the finance industry.

2
Ronald D. Ray
CRD#: 6697600
608 Ferry Blvd., Stratford, CT 06615

Ronald Ray (CRD# 6697600) is an Investment Advisor Representative working at Innovative Wealth Management in Stratford, CT and has over 5 years of experience in the finance industry.

3
George M. Kolitsas
CRD#: 7327706
608 Ferry Blvd., Stratford, CT 06615

George Kolitsas (CRD# 7327706) is an Investment Advisor Representative working at Innovative Wealth Management in Stratford, CT and has 1 year of experience in the finance industry.

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