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Christopher James Winkel

Connecticut Wealth Management, LLC

Farmington, CT

CRD 7449314

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Employer firm

Connecticut Wealth Management, LLC CRD 154310

$4.48B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Connecticut Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-12-10
  • CT RA
    APPROVED
    Since 2021-12-10

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 07/2021 01/2026
Student Storrs CT 11/2011 07/2021
Connecticut Wealth Management Farmington CT 01/2026 Present
  • 07/2021 → 01/2026
    Connecticut Wealth Management
    Farmington, CT
  • 11/2011 → 07/2021
    Student
    Storrs, CT
  • 01/2026 → Present
    Connecticut Wealth Management
    Farmington, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-10
  • S65 Uniform Investment Adviser Law Examination
    2021-12-10
Designations
  • Certified Financial Planner

View on SEC IAPD

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