Connecticut Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 154310
- SEC number
- 801-73061
- Firm type
- RIA
- Assets under management
- $4.5B as of May 8, 2026
- Website
- vimeo.com/user52066029 ↗
- Phone
- 860-470-0290
- Address
- 281 Farmington Avenue, Farmington, CT, 06032-1911
Advisors at this firm
48 in our index · page 1 of 1
-
Jennifer Devanney BarryCRD 2620645 · Farmington, CTIA RegisteredBroker
-
Daniel Murphy BallouCRD 6005113 · Farmington, CTIA RegisteredRegistration inactive
-
Sabrina BehboudiCRD 7996469 · Farmington, CTIA Registered
-
Matthew Joseph BonviciniCRD 7439992 · Farmington, CTIA Registered
-
Kelly C BoutinCRD 8160375 · Farmington, CTIA Registered
-
Kevin BrigantiCRD 7329207 · Farmington, CTIA Registered
-
Zachary Charles BylykbashiCRD 6832075 · Farmington, CTIA RegisteredRegistration inactive
-
Rosa Diana CadenaCRD 6446368 · Farmington, CTIA RegisteredRegistration inactive
-
Kathleen M ChristensenCRD 5344482 · Farmington, CTIA Registered
-
Brendan Thomas ConryCRD 1487031 · Farmington, CTIA RegisteredRegistration inactive
-
Miguel CarneiroCRD 6886714 · Farmington, CTIA RegisteredRegistration inactive
-
Brendan Thomas Conry, JrCRD 7203548 · Farmington, CTIA Registered
-
Antonio DisorboCRD 1573665 · Farmington, CTIA RegisteredRegistration inactive
-
Samuel Michael DebonoCRD 7270438 · Farmington, CTIA Registered
-
Elizabeth DevinoCRD 7282384 · Farmington, CTIA Registered
-
Labib Mannaf FasihuddinCRD 6485620 · Farmington, CTIA Registered
-
Brendan Francis FitzgeraldCRD 5531750 · Farmington, CTIA Registered
-
Michael Daniel FernandesCRD 5902973 · Farmington, CTIA RegisteredRegistration inactive
-
Sean Guido GannonCRD 7996468 · Farmington, CTIA Registered
-
Denis Michael HorriganCRD 2214876 · Farmington, CTIA Registered
-
William Patrick HoriganCRD 7187338 · Farmington, CTIA Registered
-
Jenna Lynne IsleibCRD 7384631 · Farmington, CTIA Registered
-
Joseph KoontzCRD 7899826 · Farmington, CTIA Registered
-
Kevin Christopher LeahyCRD 4245603 · Farmington, CTIA RegisteredBroker
-
Lucas LycksellCRD 6520415 · Farmington, CTIA RegisteredRegistration inactive
-
Nathan Peter NagelCRD 8293763 · Farmington, CTIA Registered
-
Eric Francis NataleCRD 7336308 · Farmington, CTIA Registered
-
Charles Lyon OlsonCRD 2015356 · Farmington, CTIA Registered
-
Richard Anthony PersechinoCRD 6963764 · Farmington, CTIA Registered
-
Meredith Messina PickettCRD 2159993 · Farmington, CTIA Registered
-
Sarah Catherine RiouxCRD 7634801 · Farmington, CTIA Registered
-
Richard Alec RosenCRD 5824667 · Farmington, CTIA RegisteredRegistration inactive
-
Jason A RaitiCRD 7195668 · Farmington, CTIA Registered
-
Alexander Robert RomejkoCRD 7541366 · Farmington, CTIA Registered
-
Jack Michael RoseCRD 7466387 · Farmington, CTIA Registered
-
Benjamin RoyCRD 8143494 · Farmington, CTIA Registered
-
John RussoCRD 8136664 · Farmington, CTIA Registered
-
John James ShanleyCRD 5647373 · Farmington, CTIA Registered
-
Jarrett Franklin SolomonCRD 4693541 · Farmington, CTIA Registered
-
Joshua Edward SweeneyCRD 5951845 · Farmington, CTIA RegisteredRegistration inactive
-
Mia Rose ServidoneCRD 7797438 · Farmington, CTIA Registered
-
Patrick SullivanCRD 8142140 · Farmington, CTIA Registered
-
Patrick Francis SullivanCRD 6403514 · Farmington, CTIA Registered
-
Michael Anthony TedoneCRD 4414244 · Farmington, CTIA Registered
-
Megan Alice TraskCRD 5824260 · Farmington, CTIA Registered
-
Danielle Marie TataCRD 7030522 · Farmington, CTIA Registered
-
Christopher James WinkelCRD 7449314 · Farmington, CTIA Registered
-
Jake WoznykCRD 7798532 · Farmington, CTIA Registered
1–48 of 48
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 154310 ↗
FINRA BrokerCheck record for firm CRD 154310 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.