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Alan Dale Wooster

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.·GLASTONBURY, Connecticut
Unclaimed Profile
655 WINDING BROOK DRIVE, GLASTONBURY, CT 06033-4335CRD# 2152409Firm CRD# 112243
01

About

Alan Dale Wooster is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with WOOSTER CORTHELL WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
AUM
$453M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WOOSTER CORTHELL WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2152409
Firm CRD# 112243
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Dale Wooster offer?
Alan Dale Wooster specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GLASTONBURY, Connecticut for a consultation.
What are Alan Dale Wooster's credentials?
Alan Dale Wooster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Dale Wooster located?
Alan Dale Wooster is based in GLASTONBURY, Connecticut, working with WOOSTER CORTHELL WEALTH MANAGEMENT, INC.. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.
How does Alan Dale Wooster charge for services?
Alan Dale Wooster's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOOSTER CORTHELL WEALTH MANAGEMENT, INC.?
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GLASTONBURY
Peter William Haas — HAAS, PETER WILLIAMAnn Jennie Terranova — APELLA CAPITAL, LLCBrian Joseph Sheehan — ROSSMORE PRIVATE CAPITAL, LLCErnest Joshua Newborn — USI SECURITIES, INC.John Frank Vaughn — USI SECURITIES, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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