Taylor
King
Connecticut Wealth Management, LLC
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About this Advisor
Taylor King is a certified financial planner who works out of Farmington, Connecticut, who has 1 year of relevant experience. King is an employee of Connecticut Wealth Management, LLC. Over the course of their career, King has held roles at Gottfried & Somberg Wealth Management, LLC, Hamilton College and Connecticut Wealth Management, LLC. King maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut. Connecticut Wealth Management, LLC is a company that has its headquarters in Farmington, CT. It has a total of 57 people on staff. It oversees $2 billion in assets under management among its 2,950 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 82 charities and foundations. Of its 2,950 customer accounts, 41% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fee types billed by Connecticut Wealth Management, LLC can be comprised of some combination 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
Taylor King Work History
Taylor has been registered as a financial advisor for 1 years.*
Connecticut Wealth Management, LLC
Gottfried & Somberg Wealth Management, LLC
Hamilton College
*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 Taylor King 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.
