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Connecticut Wealth Management, LLC CRD 154310
$4.48B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-06-22 |
| TX | RA | APPROVED | 2017-06-22 |
Branch Locations
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reynders, Mcveigh Capital Management Llc | Boston | MA | 08/2011 | 06/2017 |
| Connecticut Wealth Management, Llc | Farmington | CT | 01/2022 | Present |
| Connecticut Wealth Management, Llc | Farmington | CT | 06/2017 | 12/2019 |
| Connecticut Wealth Management, Llc | Farmington | CT | 01/2020 | 12/2021 |
Village for Families and Children; 1680 Albany Ave, Hartford, CT 06105; Investment Committee; 04/01/2019; Is the business "investment-related?" - No; Hours per month devoted to the business: Outside trading hours: 1hr.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-19 |
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