Unclaimed Profile

Antonio Disorbo

CONNECTICUT WEALTH MANAGEMENT, LLC·FARMINGTON, Connecticut

SIE, Series 6, Series 7, Series 24, Series 63ChFCClean record26 years registeredCONNECTICUT WEALTH MANAGEMENT, LLC

281 FARMINGTON AVENUE, FARMINGTON, CT 06032-1911CRD# 1573665Firm CRD# 154310

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Antonio Disorbo · FARMINGTON, CT

Registration

CRD #1573665 · CONNECTICUT WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

CONNECTICUT WEALTH MANAGEMENT, LLC

Sep 2020 – present

LPL FINANCIAL LLC

Aug 2017 – Jul 2019

AVON, CT

NEW ENGLAND CAPITAL PLANNERS, INC.

Dec 2009 – Oct 2020

AVON, CT

LPL FINANCIAL LLC

Feb 2009 – Sep 2016

AVON, CT

DBIA, LLC.

Feb 2000 – Jan 2009

FARMINGTON, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · February 28, 2000

Years registered · 26

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONNECTICUT WEALTH MANAGEMENT, LLC

CRD 154310 · SEC 801-73061

AUM

$3.2B

Regulatory assets under management

Employees

1,388 client accounts

Services offered by CONNECTICUT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONNECTICUT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Antonio Disorbo offer?

Antonio Disorbo specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON, Connecticut for a consultation.

What are Antonio Disorbo's credentials?

Antonio Disorbo holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Antonio Disorbo located?

Antonio Disorbo is based in FARMINGTON, Connecticut, working with CONNECTICUT WEALTH MANAGEMENT, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.

How does Antonio Disorbo charge for services?

Antonio Disorbo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONNECTICUT WEALTH MANAGEMENT, LLC?

CONNECTICUT WEALTH MANAGEMENT, LLC has approximately 64 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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