Daniel
Ballou
Connecticut Wealth Management, LLC
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About this Advisor
Daniel Ballou is a financial advisor based in Farmington, Connecticut, working with Connecticut Wealth Management, LLC. Daniel has previously held positions at Putnam Investments and Connecticut Wealth Management, LLC. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Massachusetts. Currently, Daniel is part of Connecticut Wealth Management, LLC, which operates out of Farmington, Connecticut. The firm has 64 employees and manages assets totaling $3.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Connecticut Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Connecticut Wealth Management, LLC Brokerage Details
$3,168,312,415
64
1,388
$2,282,646
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Daniel Ballou Work History
Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC
Putnam Investments
Disclosures
Please visit the SEC profile of Daniel Ballou 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
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