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Michael Daniel Fernandes

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
TX RA APPROVED 2026-01-29
CT RA APPROVED 2019-09-10
  • TX RA
    APPROVED
    Since 2026-01-29
  • CT RA
    APPROVED
    Since 2019-09-10

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
Fidelity Personal And Workplace Advisors Boston MA 04/2015 08/2019
Connecticut Wealth Management, Llc Farmington CT 01/2021 12/2022
Connecticut Wealth Management, Llc Farmington CT 01/2023 Present
Connecticut Wealth Management, Llc Farmington CT 09/2019 12/2020
Previous Registrations
  • 2018-07-13 → 2019-08-22
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2015-04-27 → 2018-07-13
    Strategic Advisers Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-21
S63 Uniform Securities Agent State Law Examination 2011-12-12
  • S66 Uniform Combined State Law Examination
    2015-01-21
  • S63 Uniform Securities Agent State Law Examination
    2011-12-12
Designations
Other Names
  • Michael Daniel Fernandes
  • Michael Fernandes

View on SEC IAPD

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