Patrick
Sullivan
Connecticut Wealth Management, LLC
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About this Advisor
Patrick Sullivan is a financial advisor based in Farmington, Connecticut, working with Connecticut Wealth Management, LLC. Patrick has previously held positions at Sullivan & Company Cpas, Asset Strategies, Inc, and Connecticut Wealth Management, LLC. Patrick is registered to provide services in Connecticut. Currently, Patrick 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.
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Fee Structure
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Connecticut Wealth Management, LLC Brokerage Details
$3,168,312,415
64
1,388
$2,282,646
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Patrick Sullivan Work History
Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC
Asset Strategies, Inc
Sullivan & Company Cpas
Disclosures
Please visit the SEC profile of Patrick Sullivan 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
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