Brett
Larocque

Johnson Brunetti

CRD#7438476
Investment Advisor
in Wethersfield, CT

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About this Advisor

Brett Larocque is a financial advisor based in Wethersfield, Connecticut, working with Johnson Brunetti. Brett has previously held positions at Keybank, Td Canada Trust, Royal Bank Of Canada, Student, Storring Brothers Heating & Cooling, Lakeside Landscaping, and Jb Capital, LLC. Brett has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Brett is part of Johnson Brunetti, which operates out of Wethersfield, Connecticut. The firm has 10 offices and 50 employees. The firm manages assets totaling $1.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Johnson Brunetti includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

100 Great Meadow Road Suite 502
Wethersfield, CT 06109

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Johnson Brunetti Brokerage Details

Total Assets Under Management

$1,583,258,881

CT Average: $5,297,377,271
Total Number of Employees

50

CT Average: 35
Total Number of Accounts

11,635

CT Average: 690
Average Account Size

$136,077

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Brett Larocque Work History

2022 - Present (2 years)

Jb Capital, LLC

2020 - 2021 (1 year)

Keybank

2018 - 2019 (1 year)

Td Canada Trust

2017 - 2018 (1 year)

Royal Bank Of Canada

2015 - 2017 (2 years)

Student

2015 - 2015 (< 1 year)

Storring Brothers Heating & Cooling

2014 - 2015 (1 year)

Student

2014 - 2014 (< 1 year)

Lakeside Landscaping

Disclosures

Please visit the SEC profile of Brett Larocque 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 Johnson Brunetti

Brett Larocque
Wethersfield, CT
Matthew Scott
Wethersfield, CT
Ian Fergusson
Wethersfield, CT
Maxwell Miller
Needham, MA
John Breard
Atlanta, GA
Heather Atkins
Wethersfield, CT
Heath Grossman
Wethersfield, CT
Matthew Pastor
Wethersfield, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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