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Danielle Marie Tata

Connecticut Wealth Management, LLC

Farmington, CT

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 2025-08-30
  • CT RA
    APPROVED
    Since 2025-08-30

Branch Locations

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

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
Sacred Heart University Fairfield CT 08/2014 05/2018
Sacred Heart University Fairfield CT 08/2016 05/2017
Marinapolis Preparatory School Thompson CT 12/2016 01/2017
Boston Ballet Boston CT 05/2017 08/2017
Unemployed Newton MA 05/2018 08/2018
Manning Personnel Group, Inc. Boston MA 08/2018 10/2018
Eaton Vance Boston MA 10/2018 12/2019
Parametric Portfolio Associates, Llc Boston MA 01/2020 10/2020
Fiduciary Trust International Lincoln MA 10/2020 07/2022
Connecticut Wealth Management Farmington CT 07/2022 Present
  • 08/2014 → 05/2018
    Sacred Heart University
    Fairfield, CT
  • 08/2016 → 05/2017
    Sacred Heart University
    Fairfield, CT
  • 12/2016 → 01/2017
    Marinapolis Preparatory School
    Thompson, CT
  • 05/2017 → 08/2017
    Boston Ballet
    Boston, CT
  • 05/2018 → 08/2018
    Unemployed
    Newton, MA
  • 08/2018 → 10/2018
    Manning Personnel Group, Inc.
    Boston, MA
  • 10/2018 → 12/2019
    Eaton Vance
    Boston, MA
  • 01/2020 → 10/2020
    Parametric Portfolio Associates, Llc
    Boston, MA
  • 10/2020 → 07/2022
    Fiduciary Trust International
    Lincoln, MA
  • 07/2022 → Present
    Connecticut Wealth Management
    Farmington, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-30
  • S65 Uniform Investment Adviser Law Examination
    2025-08-30

View on SEC IAPD

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