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).
Total Assets Under Management249MILLION
Total Number of Accounts566ACCOUNTS
Average Account Value$439,131
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, NH, NY
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.
Alan Weiss (CRD# 1242376) is an Investment Advisor Representative working at Regent Wealth Management Group in Woodbridge, CT and has over 33 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.