Richard
Rosen
Connecticut Wealth Management, LLC
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About this Advisor
Richard Rosen is a financial advisor based in Farmington, Connecticut, working with Connecticut Wealth Management, LLC. Richard has previously held positions at Lpl Financial LLC, Adviser Investments, Connecticut Wealth Management, and Lpl Financial. Richard has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Massachusetts. Currently, Richard 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
Services Offered
Fee Structure
Office Location
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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
Richard Rosen Work History
Connecticut Wealth Management
Adviser Investments
Adviser Investments
Lpl Financial LLC
Lpl Financial
Disclosures
Please visit the SEC profile of Richard Rosen 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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