Best Investors Account Sign in
Inactive

Morris Armstrong

Crionna Wealth LLC

Cheshire, CT

Avon, CT

CRD 2699608

Claim This Profile
Employer firm

Crionna Wealth LLC CRD 330136

$58.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Crionna Wealth Llc

30 Tower Lane Suite 200, Avon, CT 06001 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-01-02
  • CT RA
    APPROVED
    Since 2026-01-02

Branch Locations

1185 S Main St, Cheshire, CT 06410 • United States

30 Tower Lane Suite 200, Avon, CT 06001 • 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
Crionna Wealth Avon CT 01/2026 Present
Morris Armstrong Ea Llc Cheshire CT 01/2001 Present
  • 01/2026 → Present
    Crionna Wealth
    Avon, CT
  • 01/2001 → Present
    Morris Armstrong Ea Llc
    Cheshire, CT
Other Businesses

Name - Morris Armstrong EA LLC Investment Related - Yes Address - 1185 S Main Street, Cheshire, Connecticut 06410 Nature of Business - Tax Resolution and Preparation Firm Position/Title/Relationship/Duties - Owner Start Date - January 2001 Hours/Month - 80 Hours/Month During Trading Hours - 80

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-21
S63 Uniform Securities Agent State Law Examination 1996-01-30
  • S65 Uniform Investment Adviser Law Examination
    1999-06-21
  • S63 Uniform Securities Agent State Law Examination
    1996-01-30
Designations
  • Chartered Financial Consultant

View on SEC IAPD

More in Cheshire, CT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor