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Connecticut Capital Management Group, LLC CRD 305013
$254M regulatory AUM 9 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2 Schooner Ln Suite 1-12, Milford, CT 06460 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-10 |
| CT | RA | APPROVED | 2021-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Capital Management Group Llc | Milford | CT | 03/2020 | Present |
| Connecticut Capital Management Group, Llc | Milford | CT | 08/2021 | Present |
| Connecticut Capital Management Group, Llc | Milford | CT | 10/2010 | Present |
1.FITNESS INSTRUCTOR; YMCA OF CENTRAL CONNECTICUT; INVESTMENT RELATED: NO; LOCATION: 631 ORANGE AVE. MILFORD, CT 06461; DESCRIPTION OF THE BUSINESS: NON-PROFIT ORGANIZATION FOCUSED ON RECREATION PROGRAMS AND SERVICES FOR ALL AGES; RESPONSIBILITIES DUTIES: TEACH A FITNESS CLASS; START DATE WITH THE BUSINESS: 2019-01-01; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: O; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-20 |
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