Regent Wealth Management Group

Regent Wealth Management Group (CRD# 113722) is a financial advisory firm headquartered in Woodbridge, CT. They manage $248,548,281 in 566 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $439,131
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, CT, FL, NH, NY

Financial Advisors at Regent Wealth Management Group
Showing 1 - 2 of 2 top financial advisors.
1
Bennet T. Thonakkaraparayil
CRD#: 5360527
One Bradley Road, Suite 902, Woodbridge, CT 06525
96
Wealthminder
score

Bennet Thonakkaraparayil (CRD# 5360527) is an Investment Advisor Representative working at Regent Wealth Management Group in Woodbridge, CT and has over 9 years of experience in the finance industry.

2
Alan P. Weiss
CRD#: 1242376
One Bradley Road, Suite 902, Woodbridge, CT 06525
96
Wealthminder
score

Alan Weiss (CRD# 1242376) is an Investment Advisor Representative working at Regent Wealth Management Group in Woodbridge, CT and has over 32 years of experience in the finance industry. Alan Weiss 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.

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