Warner Wealth

CRD 334877 · Madison, CT · $458.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 334877
SEC number: 801-132255
Firm type: RIA
Assets under management: $458.5M as of Apr 24, 2026
Website: www.warnerwealthct.com ↗
Phone: 203-929-2727
Address: 869 Boston Post Road, Madison, CT, 06443

Advisors at this firm

9 in our index · page 1 of 1

Brian Patrick BoydCRD 7667547 · Madison, CT

IA RegisteredBroker
Rachael CioccaCRD 7122170 · Shelton, CT

IA RegisteredBroker
Daniel John GermanCRD 5929877 · Shelton, CT

IA RegisteredBroker
John Andrew KinneyCRD 1918369 · Madison, CT

IA RegisteredBroker

Disclosure event(s) on record
Sarah Jayne LaytonCRD 7835654 · Madison, CT

IA Registered
Bette Lynn PaezCRD 4377915 · Madison, CT

IA RegisteredBroker
Kevin Ronald SullivanCRD 1966124 · Lockport, NY

IA RegisteredBroker

Disclosure event(s) on record
James Alan WarnerCRD 5991972 · Madison, CT

IA RegisteredBroker
Robyn M WolcottCRD 7242668 · Madison, CT

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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