Emily
Wood

Connecticut Wealth Management, LLC

CRD#6012530
Investment Advisor
in Farmington, CT

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About this Advisor

Emily Wood is a certified financial planner based out of Farmington, Connecticut, with a total of 5 years of relevant experience. Wood currently works for Connecticut Wealth Management, LLC. The advisor has gained experience at Michael'S Inc- Michael'S Jewelers, First Niagara Bank, Suntrust Bank, Hollins University, Penelope, Hollins University-Wyndham Robertson Library, Lpl Financial, Asset Strategies, Inc and Connecticut Wealth Management, LLC. Wood holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut. Connecticut Wealth Management, LLC is a financial advisory company based in Farmington, CT. It has a total of 57 employees. It administers $2 billion in assets under management between its 2,950 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 82 charitable organizations. Of its 2,950 accounts, 41% are held by high-net-worth investors who have more than $1 million in assets available to invest. Connecticut Wealth Management, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees charged by Connecticut Wealth Management, LLC likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

281 Farmington Avenue
Farmington, CT 06032-1911

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Connecticut Wealth Management, LLC Brokerage Details

Total Assets Under Management

$2,132,796,640

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

57

CT Average: 35
Total Number of Accounts

2,950

CT Average: 690
Average Account Size

$722,982

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Emily Wood Work History

Emily has been registered as a financial advisor for 5 years.*

2022 - Present (2 years)

Connecticut Wealth Management, LLC

2020 - 2021 (1 year)

Connecticut Wealth Management, LLC

2018 - 2019 (1 year)

Connecticut Wealth Management, LLC

2015 - 2015 (< 1 year)

Lpl Financial

2015 - 2018 (3 years)

Asset Strategies, Inc

2014 - 2018 (4 years)

Michael'S Inc- Michael'S Jewelers

2014 - 2015 (1 year)

First Niagara Bank

2013 - 2014 (1 year)

Penelope

2013 - 2014 (1 year)

Hollins University-Wyndham Robertson Library

2010 - 2014 (4 years)

Suntrust Bank

2009 - 2013 (4 years)

Hollins University

*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 Emily Wood 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

Nicolas Good
Farmington, CT
Brendan Fitzgerald
Farmington, CT
Taylor King
Farmington, CT
Joshua Sweeney
Farmington, CT
Daniel Ballou
Farmington, CT
John Shanley
Farmington, CT
Michael Fernandes
Farmington, CT
Miguel Carneiro
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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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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