Kayleigh Ann Theroux

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

• 06/2019 → 05/2023
  Big Dipper Ice Cream Parlour
  Prospect, CT
• 11/2022 → 12/2024
  Uconn Bursar Services
  Storrs, CT
• 05/2024 → 07/2025
  Cowfish
  Hampton Bays, NY
• 01/2024 → 02/2024
  Principle Wealth Partners
  Madison, CT
• 08/2025 → 05/2026
  Uconn Lodewick Visitors Center
  Storrs, CT
• 09/2025 → 05/2026
  Uconn Tcs
  Storrs, CT
• 09/2024 → 12/2024
  Connecticut Wealth Management
  Farmington, CT
• 05/2025 → 08/2025
  Connecticut Wealth Management
  Farmington, CT
• 08/2022 → 05/2026
  University Of Connecticut
  Storrs, CT
• 06/2026 → Present
  Connecticut Wealth Management
  Farmington, CT
• 08/2015 → 06/2018
  Long River Middle School
  Prospect, CT
• 06/2018 → 08/2018
  Unemployed
  Prospect, CT
• 08/2018 → 06/2022
  Woodland Regional High School
  Beacon Falls, CT
• 06/2022 → 08/2022
  Unemployed
  Prospect, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-04