Unclaimed Profile

Michael Anthony Tedone

CONNECTICUT WEALTH MANAGEMENT, LLC·FARMINGTON, Connecticut

Series 7, Series 66Clean record24 years registeredCONNECTICUT WEALTH MANAGEMENT, LLC

281 FARMINGTON AVENUE, FARMINGTON, CT 06032-1911CRD# 4414244Firm CRD# 154310

Profile Verification

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

Identity

Michael Anthony Tedone · FARMINGTON, CT

Registration

CRD #4414244 · CONNECTICUT WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CONNECTICUT WEALTH MANAGEMENT, LLC

Jun 2013 – present

FILOMENO WEALTH MANAGEMENT, LLC

Dec 2008 – Jun 2013

WEST HARTFORD, CT

JEFFERSON PILOT SECURITIES CORP

Aug 2002 – Dec 2007

WEST HARTFORD, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 7, 2002

Years registered · 24

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 Michael Anthony Tedone offer?

Michael Anthony Tedone specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON, Connecticut for a consultation.

What are Michael Anthony Tedone's credentials?

Michael Anthony Tedone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Anthony Tedone located?

Michael Anthony Tedone 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 Michael Anthony Tedone charge for services?

Michael Anthony Tedone'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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