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Kelly C Boutin

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 2025-10-02
  • CT RA
    APPROVED
    Since 2025-10-02

Branch Locations

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

281 Farmington Avenue, Farmington, CT 06032 • 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 Farmington CT 09/2025 Present
Unemployed Hartford CT 07/2025 09/2025
Day Pitney Llp Boston MA 10/2023 07/2025
Unemployed Hartford CT 05/2023 10/2023
University Of Connecticut School Of Law Hartford CT 08/2020 05/2023
Unemployed Hartford CT 05/2020 08/2020
College Of The Holy Cross Worcester CT 08/2016 05/2020
  • 09/2025 → Present
    Connecticut Wealth Management
    Farmington, CT
  • 07/2025 → 09/2025
    Unemployed
    Hartford, CT
  • 10/2023 → 07/2025
    Day Pitney Llp
    Boston, MA
  • 05/2023 → 10/2023
    Unemployed
    Hartford, CT
  • 08/2020 → 05/2023
    University Of Connecticut School Of Law
    Hartford, CT
  • 05/2020 → 08/2020
    Unemployed
    Hartford, CT
  • 08/2016 → 05/2020
    College Of The Holy Cross
    Worcester, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02
Other Names
  • Kelly Crowley
  • Kelly Boutin

View on SEC IAPD

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