Wooster Corthell Wealth Management, Inc.

Wooster Corthell Wealth Management, Inc. (CRD# 112243) is a financial advisory firm headquartered in Glastonbury, CT. They manage $237,295,149 in 710 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    237
    MILLION
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $334,219
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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, MA, NC, NJ, NY

Financial Advisors at Wooster Corthell Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Drew L. Malkin
CRD#: 2467329
300 Winding Brook Drive, Glastonbury, CT 06033
96
Wealthminder
score

Drew Malkin (CRD# 2467329) is an Investment Advisor Representative working at Wooster Corthell Wealth Management, Inc. in Glastonbury, CT and has over 18 years of experience in the finance industry. Drew Malkin 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.

2
Alan D. Wooster
CRD#: 2152409
300 Winding Brook Drive, Glastonbury, CT 06033
96
Wealthminder
score

Alan Wooster (CRD# 2152409) is an Investment Advisor Representative working at Wooster Corthell Wealth Management, Inc. in Glastonbury, CT and has over 25 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.

3
Matthew W. Corthell
CRD#: 6851414
300 Winding Brook Drive, Glastonbury, CT 06033
90
Wealthminder
score

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.

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