Kevin
Briganti

Connecticut Wealth Management, LLC

CRD#7329207
Investment Advisor
in Farmington, CT

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About this Advisor

Kevin Briganti is a financial advisor based in Farmington, Connecticut, working with Connecticut Wealth Management, LLC. Kevin has previously held positions at East Coast Elite League, Mb Sports Training, Hockey East Association, American Hockey League, Connecticut Wealth Management, LLC, and as a student. Kevin has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Kevin 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

Series 65, CERTIFIED FINANCIAL PLANNER™

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

$3,168,312,415

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

64

CT Average: 35
Total Number of Accounts

1,388

CT Average: 690
Average Account Size

$2,282,646

CT Average: $7,677,358

Investment Advisory Services

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

Kevin Briganti Work History

2023 - Present (1 year)

Connecticut Wealth Management, LLC

2015 - Present (9 years)

American Hockey League

2014 - Present (10 years)

Hockey East Association

2020 - 2023 (3 years)

Connecticut Wealth Management, LLC

2019 - 2020 (1 year)

East Coast Elite League

2018 - 2020 (2 years)

Mb Sports Training

2013 - 2014 (1 year)

Student

Disclosures

Please visit the SEC profile of Kevin Briganti 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

Samuel Debono
Farmington, CT
Jarrett Solomon
Farmington, CT
Nicolas Good
Farmington, CT
Jenna Isleib
Farmington, CT
Jack Rose
Farmington, CT
Emily Wood
Farmington, CT
Richard Rosen
Farmington, CT
Rudolph Melk
Farmington, 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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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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