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Eric Alan Tashlein

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC·MILFORD, Connecticut
Clean recordCONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
2 SCHOONER LN, MILFORD, CT 06460CRD# 2275925Firm CRD# 305013

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Alan Tashlein · MILFORD, CT
Registration
CRD #2275925 · CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eric Alan Tashlein is a registered financial advisor based in MILFORD, Connecticut, affiliated with CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
AUM
$204M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2275925
Firm CRD# 305013
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Alan Tashlein offer?
Eric Alan Tashlein specializes in Financial Planning, Investment Management. Contact their office in MILFORD, Connecticut for a consultation.
What are Eric Alan Tashlein's credentials?
Eric Alan Tashlein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Alan Tashlein located?
Eric Alan Tashlein is based in MILFORD, Connecticut, working with CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC. Their office serves clients in the MILFORD metropolitan area and surrounding communities.
How does Eric Alan Tashlein charge for services?
Eric Alan Tashlein'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 CAPITAL MANAGEMENT GROUP, LLC?
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC has approximately 4 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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