Joshua
Sweeney
Connecticut Wealth Management, LLC
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About this Advisor
Joshua Sweeney is a chartered financial analyst operating in Farmington, Connecticut. Sweeney works at Connecticut Wealth Management, LLC. During their career, Sweeney has held roles at Water Island Capital, Alps Distributors, Inc, Ameriprise Financial Services, LLC, Pathfinder Wealth Consulting, Charterup, Water Island Capital - The Arbitrage Funds, Procarian Wealth Advisors and Connecticut Wealth Management. Sweeney holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Connecticut Wealth Management, LLC is an advisory business that has its headquarters in Farmington, CT. The investment advisory business has a total of 57 employees. It has $2 billion in total assets among its 2,950 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 82 charities and foundations. Of its 2,950 accounts, 41% are held by high-net-worth individuals who have at least $1 million in investable assets. Connecticut Wealth Management, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors largely are based on which service is offered. However, fees charged by Connecticut Wealth Management, LLC likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Connecticut Wealth Management, LLC Brokerage Details
$2,132,796,640
57
2,950
$722,982
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Joshua Sweeney Work History
Joshua has been registered as a financial advisor for 0 years.*
Connecticut Wealth Management
Ameriprise Financial Services, LLC
Charterup
Charterup
Procarian Wealth Advisors
Pathfinder Wealth Consulting
Water Island Capital
Alps Distributors, Inc
Water Island Capital - The Arbitrage Funds
*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 Joshua Sweeney 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
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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