Best Investors
Account
Sign in
Connecticut Wealth Management, LLC CRD 154310
$4.48B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-21 |
Branch Locations
281 Farmington Avenue, Farmington, CT 06032-1911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connecticut Wealth Management | Farmington | CT | 08/2026 | Present |
| Crystal Ridge | Glastonbury | CT | 08/2020 | Present |
| American Senior Benefits | Farmington | CT | 08/2025 | 08/2026 |
| Quinnipiac University | Hamden | CT | 08/2021 | 12/2025 |
| Middlefield Parks And Recreation | Middlefield | CT | 06/2023 | 08/2023 |
| Northwestern Mutual | Branford | CT | 02/2023 | 05/2023 |
| Coginchaug High School | Durham | CT | 08/2016 | 12/2018 |
| Xavier High School | Middletown | CT | 01/2019 | 05/2020 |
| Dunkin Donuts | Middletown | CT | 09/2018 | 06/2019 |
| Middlefield Parks And Recreation | Middlefield | CT | 06/2022 | 08/2022 |
Part-time bartender at Crystal Ridge Winery, not investment related, 257 Belltown Hill Rd, Glastonbury, CT, 20-30 hours a month during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-03 |
Reach out to this advisor