Bichop Joseph Nawrot

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1989 → 05/2019
  Lpl Financial Llc
  Bloomfield, CT
• 07/1987 → 05/2019
  Capital Strategies, Inc.
  Bloomfield, CT
• 06/2019 → Present
  Connecticut Wealth Management, Llc
  Farmington, CT

Previous Registrations

• 1987-10-06 → 2019-06-06
  Capital Strategies, Inc.
  Bloomfield, CT
• 1993-07-26 → 2019-06-04
  Lpl Financial Llc
  Bloomfield, CT
  Bloomfield, CT

Other Businesses

1. Independent Insurance Agent- activity accounts for appx 10% of his time, sometimes during trading hours. 2. Bichop J. Nawrot is a board director of Lobster Craft LLC, which makes gourmet food. His responsibilities include assisting in building and managing the business. No time is spent on this activity during trading hours. 10 hours a month are spent on this activity outside of trading hours. He receives no yearly compensation. 3. Bichop J. Nawrot is the president and board of trustees of Connecticut Historical Society. His responsibilities include attending meetings. 2 hours a month are spent on this activity outside of trading hours and no time is spent during trading hours. He receives no compensation for this activity. 4. Bichop J. Nawrot is on the board of overseers of Bushnell Center for Performing Arts. His responsibilities include attending meetings. 2 hours a month are spent on this activity outside of trading hours and no time is spent during trading hours. He receives no compensation for this activity. 5. Bichop J. Nawrot is the board member and vice chairman of Old Sturbridge Village. His responsibilities include attending meetings. 2 hours a month are spent on this activity outside of trading hours and no time is spent during trading hours. He receives no compensation for this activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-05-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bichop J Nawrot