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Jeffrey Lawrence Annello

Sagebroadview Wealth Management, LLC

Farmington, CT

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Current Employers
Sagebroadview Wealth Management, Llc

10 Waterside Drive Suite 305, Farmington, CT 06032-2837 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-02
NJ RA APPROVED 2026-04-02
CT RA APPROVED 2026-01-30
  • MA RA
    APPROVED
    Since 2026-04-02
  • NJ RA
    APPROVED
    Since 2026-04-02
  • CT RA
    APPROVED
    Since 2026-01-30

Branch Locations

10 Waterside Drive Suite 305, Farmington, CT 06032-2837 • 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
Farnham Street Media Ottawa 11/2015 03/2018
Founders Capital Management East Hartford CT 04/2018 06/2022
Self-Employed Newtown CT 11/2022 12/2025
Sagebroadview Wealth Management Farmington CT 01/2026 Present
University Of Connecticut Storrs CT 08/2019 05/2024
  • 11/2015 → 03/2018
    Farnham Street Media
    Ottawa
  • 04/2018 → 06/2022
    Founders Capital Management
    East Hartford, CT
  • 11/2022 → 12/2025
    Self-Employed
    Newtown, CT
  • 01/2026 → Present
    Sagebroadview Wealth Management
    Farmington, CT
  • 08/2019 → 05/2024
    University Of Connecticut
    Storrs, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-30
S63 Uniform Securities Agent State Law Examination 2015-07-15
  • S65 Uniform Investment Adviser Law Examination
    2026-03-30
  • S63 Uniform Securities Agent State Law Examination
    2015-07-15

View on SEC IAPD

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