Jill
Lanese
Connecticut Capital Management Group, LLC
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About this Advisor
Jill Lanese is a financial advisor based in Milford, Connecticut, working with Connecticut Capital Management Group, LLC. Jill has previously held positions at Connecticut Capital Management Group LLC and Connecticut Capital Management Group, LLC. Jill has passed the Series 65 regulatory exam and is registered to provide services in Connecticut, Florida, and Texas. Currently, Jill is part of Connecticut Capital Management Group, LLC, which operates out of Milford, Connecticut. The firm has 4 employees and manages assets totaling $203.7 million. 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, pension consulting services, and selection of other advisers. The fee structure at Connecticut Capital Management Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Connecticut Capital Management Group, LLC Brokerage Details
$203,718,360
4
332
$613,610
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jill Lanese Work History
Connecticut Capital Management Group, LLC
Connecticut Capital Management Group LLC
Connecticut Capital Management Group, LLC
Disclosures
Please visit the SEC profile of Jill Lanese 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 Capital Management Group, LLC
Milford, CT
Milford, CT
Milford, 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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