Antonio
Disorbo
Connecticut Wealth Management, LLC
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About this Advisor
Antonio Disorbo is a chartered financial consultant working out of Farmington, Connecticut with a total of 3 years of industry experience. Disorbo works at Connecticut Wealth Management, LLC. Throughout their career, Disorbo has worked at Lpl Financial LLC, New England Capital Planners, Inc, New England Capital Planners Inc and Connecticut Wealth Management, LLC. Disorbo has a Series 63 license, qualifying them as a securities agent, and is approved to advise clients in Connecticut. Connecticut Wealth Management, LLC is a firm based in Farmington, CT. It has a total of 57 people on staff. It administers $2 billion in total assets among its 2,950 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 82 charitable organizations. Of its 2,950 client accounts, 41% belong to high-net-worth clients who have at least $1 million in investable assets. Connecticut Wealth Management, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Connecticut Wealth Management, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Connecticut Wealth Management, LLC Brokerage Details
$2,132,796,640
57
2,950
$722,982
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Antonio Disorbo Work History
Antonio has been registered as a financial advisor for 3 years.*
Connecticut Wealth Management, LLC
Lpl Financial LLC
New England Capital Planners, Inc
New England Capital Planners Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Antonio Disorbo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Connecticut Wealth Management, LLC
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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