Wooster Corthell Wealth Management, Inc.

Wooster Corthell Wealth Management, Inc. (CRD# 112243) is a financial advisory firm headquartered in Glastonbury, CT. They manage $389,062,468 in 922 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    389
    MILLION
  • Total Number of Accounts
    922
    ACCOUNTS
  • Average Account Value
    $421,977
Compensation Options
  • A percentage of assets under your management
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
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.

AZ, CA, CO, CT, FL, MA, NC, NY, SC, TX

Financial Advisors at Wooster Corthell Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Matthew W. Corthell
CRD#: 6851414
300 Winding Brook Drive, Glastonbury, CT 06033

Matthew Corthell (CRD# 6851414) is an Investment Advisor Representative working at Wooster Corthell Wealth Management, Inc. in Glastonbury, CT and has 1 year of experience in the finance industry.

2
Prasad S. Oak
CRD#: 5518315
300 Winding Brook Drive, Glastonbury, CT 06033

Prasad Oak (CRD# 5518315) is an Investment Advisor Representative working at Wooster Corthell Wealth Management, Inc. in Glastonbury, CT and has over 13 years of experience in the finance industry. Prasad Oak 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.

3
Alan D. Wooster
CRD#: 2152409
300 Winding Brook Drive, Glastonbury, CT 06033

Alan Wooster (CRD# 2152409) is an Investment Advisor Representative working at Wooster Corthell Wealth Management, Inc. in Glastonbury, CT and has over 28 years of experience in the finance industry. Alan Wooster 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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