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Brendan Francis Fitzgerald

Connecticut Wealth Management, LLC

Farmington, CT

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Current Employers
Connecticut Wealth Management, Llc

281 Farmington Avenue, Farmington, CT 06032-1911 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-02-08
  • CT RA
    APPROVED
    Since 2023-02-08

Branch Locations

281 Farmington Avenue, Farmington, CT 06032-1911 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New England Guild Wealth Advisors, Inc. Avon CT 10/2012 12/2022
New England Guild Wealth Advisors Avon CT 10/2012 12/2022
Connecticut Wealth Management, Llc Farmington CT 01/2023 01/2025
Connecticut Wealth Management, Llc Farmington CT 01/2025 Present
Previous Registrations
  • 2015-03-27 → 2022-12-31
    New England Guild Wealth Advisors, Inc.
    Avon, CT
    Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-13
  • S65 Uniform Investment Adviser Law Examination
    2014-06-13
Designations

View on SEC IAPD

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