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Eric Alan Tashlein

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC·MILFORD, Connecticut
SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record27 years registeredCONNECTICUT 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 · 27 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Dec 2022 – present
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
Nov 2019 – Dec 2022
MILFORD, CT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Aug 2011 – Dec 2019
MILFORD, CT
CONNECTICUT CAPITAL MANAGEMENT GROUP L.L.C.
Jan 1999 – Dec 2011
MILFORD, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 8, 1999
Years registered · 27
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
CRD 305013 · SEC 801-117202
AUM
$204M
Regulatory assets under management
Employees
4
332 client accounts
Services offered by CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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Other Advisors at CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

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MILFORD, CT
CFP

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