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Richard Anthony Persechino

Connecticut Wealth Management, LLC

Farmington, CT

CRD 6963764

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Employer firm

Connecticut Wealth Management, LLC CRD 154310

$4.48B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Connecticut Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-30
CT RA APPROVED 2021-03-24
  • TX RA
    APPROVED
    Since 2026-01-30
  • CT RA
    APPROVED
    Since 2021-03-24

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
Connecticut Wealth Management, Llc Farmington CT 01/2022 01/2025
New England Capital Planners, Inc. Simsbury CT 10/2019 08/2020
Job Search/Studying Barkhamsted CT 05/2019 10/2019
Student Blacksburg VA 09/2015 05/2019
Clarendon Wealth Management Arlington Heights VA 06/2018 08/2018
Stanclift Cove Barkhamsted CT 06/2013 09/2017
Connecticut Wealth Management, Llc Farmington CT 09/2020 12/2021
Connecticut Wealth Management, Llc Farmington CT 01/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-24
  • S65 Uniform Investment Adviser Law Examination
    2021-03-24
Designations
  • Certified Financial Planner
Other Names
  • Richard Persechino
  • Richard Persechino

View on SEC IAPD

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