Michael
Fernandes
Connecticut Wealth Management, LLC
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About this Advisor
Michael Fernandes is a certified financial planner who works out of Farmington, Connecticut, who has 4 years of industry experience. Fernandes is an employee of Connecticut Wealth Management, LLC. Throughout their career, Fernandes has worked at New York Life Insurance Company, Nylife Securities LLC, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors and Connecticut Wealth Management, LLC. Fernandes holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Connecticut. Connecticut Wealth Management, LLC is a registered investment business operating out of Farmington, CT. The company has a total of 57 advisors. It administers $2 billion in assets among its 2,950 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 82 charitable organizations. Of its 2,950 customer accounts, 41% are held by high-net-worth clients who have more than $1 million in assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees typically are based on which services the firm provides the client. Fees billed by Connecticut Wealth Management, LLC likely consist of any blend 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
Michael Fernandes Work History
Michael has been registered as a financial advisor for 4 years.*
Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
New York Life Insurance Company
Nylife Securities 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 Michael Fernandes 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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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.
