Jill
Lanese
Connecticut Capital Management Group, LLC
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About this Advisor
Jill Lanese is a financial advisor who works out of Milford, Connecticut, who has 2 years of relevant experience. Lanese is an employee of Connecticut Capital Management Group, LLC. Over the course of their career, they have held roles at Connecticut Capital Management Group LLC and Connecticut Capital Management Group, LLC. Lanese has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Connecticut, Florida and Texas. Connecticut Capital Management Group, LLC is a business headquartered in Milford, CT. It controls $186 million in assets among its 320 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 320 customer accounts, 45% are associated with high-net-worth individuals who have more than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on the type of financial services. Fees billed by Connecticut Capital Management Group, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Connecticut Capital Management Group, LLC Brokerage Details
$186,139,928
5
320
$581,687
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
Jill has been registered as a financial advisor for 2 years.*
Connecticut Capital Management Group, LLC
Connecticut Capital Management Group LLC
Connecticut Capital Management Group, LLC
*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 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 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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