Best Investors Account Sign in
Inactive

Nathan Peter Nagel

Connecticut Wealth Management, LLC

Farmington, CT

Claim This Profile
Current Employers
Connecticut Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-06-12
  • CT RA
    APPROVED
    Since 2026-06-12

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 Farmington CT 06/2026 Present
University Of Connecticut Storrs CT 08/2023 05/2026
Corbin Advisors Farmington CT 06/2025 08/2025
Connecticut Wealth Management Farmington CT 02/2025 05/2025
Connecticut Wealth Management Farmington CT 09/2025 05/2026
Christian Heritage School Trumbull CT 01/2016 06/2022
University Of Connecitcut Storrs CT 08/2022 05/2026
  • 06/2026 → Present
    Connecticut Wealth Management
    Farmington, CT
  • 08/2023 → 05/2026
    University Of Connecticut
    Storrs, CT
  • 06/2025 → 08/2025
    Corbin Advisors
    Farmington, CT
  • 02/2025 → 05/2025
    Connecticut Wealth Management
    Farmington, CT
  • 09/2025 → 05/2026
    Connecticut Wealth Management
    Farmington, CT
  • 01/2016 → 06/2022
    Christian Heritage School
    Trumbull, CT
  • 08/2022 → 05/2026
    University Of Connecitcut
    Storrs, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-21
  • S65 Uniform Investment Adviser Law Examination
    2025-07-21
Other Names
  • Nathan Nagel

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