Unclaimed Profile

Kevin Christopher Leahy

CONNECTICUT WEALTH MANAGEMENT, LLC·FARMINGTON, Connecticut

SIE, Series 7, Series 24, Series 31, Series 52TO, Series 63, Series 65, Series 99TOCFPClean record25 years registeredCONNECTICUT WEALTH MANAGEMENT, LLC

281 FARMINGTON AVENUE, FARMINGTON, CT 06032-1911CRD# 4245603Firm CRD# 154310

Profile Verification

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

Identity

Kevin Christopher Leahy · FARMINGTON, CT

Registration

CRD #4245603 · CONNECTICUT WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CONNECTICUT WEALTH MANAGEMENT, LLC

Oct 2010 – present

KR WEALTH MANAGEMENT, LLC

Jan 2008 – Oct 2010

FARMINGTON, CT

LPL FINANCIAL LLC

Jul 2001 – Mar 2013

FARMINGTON, CT

KR WEALTH MANAGEMENT, LLC

Jun 2001 – Dec 2007

FARMINGTON, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 52TO

Series 63

Series 65

Series 99TO

Registration record

First registered · June 6, 2001

Years registered · 25

Professional designation · CFP

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 Kevin Christopher Leahy offer?

Kevin Christopher Leahy specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON, Connecticut for a consultation.

What are Kevin Christopher Leahy's credentials?

Kevin Christopher Leahy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Christopher Leahy located?

Kevin Christopher Leahy 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 Kevin Christopher Leahy charge for services?

Kevin Christopher Leahy'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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