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Alexander Robert Romejko

Connecticut Wealth Management, LLC

Farmington, CT

CRD 7541366

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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 2023-02-07
  • CT RA
    APPROVED
    Since 2023-02-07

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
New England Guild Wealth Advisors, Inc. Avon CT 12/2021 12/2022
University Of Connecticut Storrs CT 09/2015 11/2021
Connecticut Wealth Management, Llc Farmington CT 01/2023 01/2025
Student South Windsor CT 01/2013 12/2021
Connecticut Wealth Management, Llc Farmington CT 01/2025 Present
Previous Registrations
  • 2022-04-22 → 2022-12-31
    New England Guild Wealth Advisors, Inc.
    Avon, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2022-04-15

View on SEC IAPD

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