William
Horigan
Connecticut Wealth Management, LLC
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About this Advisor
William Horigan is a financial advisor operating out of Farmington, Connecticut with 4 years of industry experience. Horigan is an advisor for Connecticut Wealth Management, LLC. During their career, the advisor has held roles at Providence College, Connecticut Wealth Management, LLC, Full Time Student and Hartford Golf Club. Horigan maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Connecticut. Connecticut Wealth Management, LLC is an advisory business operating out of Farmington, CT. The firm has a total of 57 financial advisors. It oversees $2 billion in total assets across its 2,950 client accounts, making it one of the biggest 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 investors who have more than $1 million in investable assets. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors largely vary depending on which services are offered. Fee types charged by Connecticut Wealth Management, LLC likely include 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
William Horigan Work History
William has been registered as a financial advisor for 4 years.*
Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC
Providence College
Hartford Golf Club
Full Time Student
*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 William Horigan 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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