Inactive

John Russo

Connecticut Wealth Management, LLC

Claim This Profile

Current Employers

Connecticut Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-09-08

CT RA
APPROVED

Since 2025-09-08

Branch Locations

281 Farmington Avenue, Farmington, CT 06032 • 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

Organization	City	State	From	To
Connecticut Wealth Management	Farmington	CT	06/2025	Present
Connecticut Wealth Management	Farmington	CT	06/2024	08/2024
Connecticut Wealth Management	Farmington	CT	06/2023	08/2023
Connecticut College	New London	CT	08/2021	05/2025
Choate Rosemary Hall	Wallingford	CT	08/2017	05/2020
South Windsor High School	South Windsor	CT	08/2015	05/2017
Unemployed/Student	South Windsor	CT	06/2020	07/2021

06/2025 → Present

Connecticut Wealth Management

Farmington, CT
06/2024 → 08/2024

Connecticut Wealth Management

Farmington, CT
06/2023 → 08/2023

Connecticut Wealth Management

Farmington, CT
08/2021 → 05/2025

Connecticut College

New London, CT
08/2017 → 05/2020

Choate Rosemary Hall

Wallingford, CT
08/2015 → 05/2017

South Windsor High School

South Windsor, CT
06/2020 → 07/2021

Unemployed/Student

South Windsor, CT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-08

S65 Uniform Investment Adviser Law Examination

2025-09-08

View on SEC IAPD

More in Farmington, CT

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor