Susan
Grayson
Connecticut Wealth Management, LLC
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About this Advisor
Susan Grayson is a financial advisor based in Farmington, Connecticut, working with Connecticut Wealth Management, LLC. Susan has previously held positions at New England Guild Wealth Advisors and Connecticut Wealth Management LLC. Susan has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Susan 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
Susan Grayson Work History
Connecticut Wealth Management LLC
New England Guild Wealth Advisors
Disclosures
Please visit the SEC profile of Susan Grayson 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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