Brett
Larocque

Johnson Brunetti

CRD#7438476
Investment Advisor
in Wethersfield, CT

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About this Advisor

Brett Larocque is a financial advisor operating out of Wethersfield, Connecticut with 1 year of industry experience. Larocque is an employee of Johnson Brunetti. The advisor has gained experience at Keybank, Td Canada Trust, Royal Bank Of Canada, Student, Storring Brothers Heating & Cooling, Lakeside Landscaping and Jb Capital, LLC. Larocque has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. Johnson Brunetti is a firm headquartered in Wethersfield, CT. The company has offices in nine locations and a total of 42 people on staff. It manages $1 billion in assets between its 10,407 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 10,407 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which service is offered. However, fee types billed by Johnson Brunetti can consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$1,183,289,377

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

42

CT Average: 35
Total Number of Accounts

10,407

CT Average: 690
Average Account Size

$113,701

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

Brett has been registered as a financial advisor for 1 years.*

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

2012 - 2014 (2 years)

Student

*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 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

Jeffrey Ludka
Wethersfield, CT
Alexander Angst
Wethersfield, CT
Heath Grossman
Wethersfield, CT
Alex Hubbard
Wethersfield, CT
Matthew Pastor
Wethersfield, CT
Michael Locke
Wethersfield, CT
Brett Larocque
Wethersfield, CT
Nicholas Colantuono
Wethersfield, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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