Unclaimed Profile

Alan Dale Wooster

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.·GLASTONBURY, Connecticut

Series 6, Series 26, Series 65Clean record29 years registeredWOOSTER CORTHELL WEALTH MANAGEMENT, INC.

655 WINDING BROOK DRIVE, GLASTONBURY, CT 06033-4335CRD# 2152409Firm CRD# 112243

Profile Verification

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

Identity

Alan Dale Wooster · GLASTONBURY, CT

Registration

CRD #2152409 · WOOSTER CORTHELL WEALTH MANAGEMENT, INC. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

Aug 1996 – Nov 2022

Glastonbury, CT

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 65

Registration record

First registered · August 16, 1996

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

CRD 112243 · SEC 801-58282

AUM

$453M

Regulatory assets under management

Employees

1,053 client accounts

Services offered by WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WOOSTER CORTHELL WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Alan Dale Wooster offer?

Alan Dale Wooster specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with WOOSTER CORTHELL WEALTH MANAGEMENT, INC..

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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