Best Investors
Account
Sign in
Best Investors
Account
Sign in
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-28 |
| CT | RA | APPROVED | 2013-06-03 |
Branch Locations
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Wealth Management, Llc | Farmington | CT | 06/2013 | 12/2021 |
| Connecticut Wealth Management, Llc | Farmington | CT | 01/2022 | 12/2024 |
| Connecticut Wealth Management, Llc | Farmington | CT | 01/2025 | Present |
1. TRUSTEE FOR WALTER & SANDRA BOOMER TRUST'S RESIDUARY TRUST. TRUSTEE TASKS 6 HOURS/YEAR. 2. Ten One Ten, LLC - Farmington, CT, Real Estate Rental, not investment related, 8hrs/month, sometimes during trading hours. 3. Trustee for Mark Eric Bertolini Irrevocable Trust and Lauren R Bertolini Irrevocable Trust. TRUSTEE TASKS 6 HOURS/YEAR. 4. Trustee for Rachel Kimble Trust a client of CTWM; 281 Farmington Ave, Farmington, CT 06032; Trustee; 12/5/2016; During Trading Hours: 6hrs a year; 5. Boys and Girls Club of Hartford; Investment related: No; 1 Chandler St Hartford CT 06106 United States; Board Member; Attend board meetings and actively assist the club in its mission; 2023-09-02; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 3; As the premier youth development organization in Hartford, we touch the lives of nearly 1 in every 3 children in Hartford Public Schools.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-01 |
Reach out to this advisor