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Miguel Carneiro

Connecticut Wealth Management, LLC

Farmington, CT

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Current Employers
Connecticut Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-29
CT RA APPROVED 2022-02-22
  • TX RA
    APPROVED
    Since 2026-01-29
  • CT RA
    APPROVED
    Since 2022-02-22

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
Fidelity Investments West Hartford NH 11/2017 02/2019
Fidelity Investments West Hartford NH 01/2020 01/2022
Connecticut Wealth Management Farmington CT 02/2022 12/2022
Connecticut Wealth Management Farmington CT 01/2023 01/2026
Fidelity Investments West Hartford NH 08/2016 11/2017
Fidelity Investments West Hartford NH 02/2019 01/2020
Connecticut Wealth Management Farmington CT 01/2026 Present
  • 11/2017 → 02/2019
    Fidelity Investments
    West Hartford, NH
  • 01/2020 → 01/2022
    Fidelity Investments
    West Hartford, NH
  • 02/2022 → 12/2022
    Connecticut Wealth Management
    Farmington, CT
  • 01/2023 → 01/2026
    Connecticut Wealth Management
    Farmington, CT
  • 08/2016 → 11/2017
    Fidelity Investments
    West Hartford, NH
  • 02/2019 → 01/2020
    Fidelity Investments
    West Hartford, NH
  • 01/2026 → Present
    Connecticut Wealth Management
    Farmington, CT
Previous Registrations
  • 2019-06-04 → 2022-01-12
    Fidelity Personal And Workplace Advisors
    West Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-09
S63 Uniform Securities Agent State Law Examination 2018-03-30
  • S65 Uniform Investment Adviser Law Examination
    2019-05-09
  • S63 Uniform Securities Agent State Law Examination
    2018-03-30
Designations
Other Names
  • Miguel Alcover Franca Carneiro
  • Miguel Carneiro
  • Miguel Alcover Franc Carneiro

View on SEC IAPD

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