AdvisorOS Directory
Claim Profile
Unclaimed Profile
TB

Thomas Joseph Britt

BENCHMARK WEALTH MANAGEMENT, LLC·OLD LYME, Connecticut
SIE, Series 7, Series 24, Series 31, Series 66CFP25 years registeredBENCHMARK WEALTH MANAGEMENT, LLC
83 HALLS ROAD, OLD LYME, CT 06371CRD# 2193989Firm CRD# 160192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Joseph Britt · OLD LYME, CT
Registration
CRD #2193989 · BENCHMARK WEALTH MANAGEMENT, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Sep 2024 – present
BENCHMARK WEALTH MANAGEMENT, LLC
Nov 2016 – Sep 2025
OLD LYME, CT
GREENWICH WEALTH MANAGEMENT, LLC
Feb 2016 – Jan 2017
Greenwich, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Aug 2007 – Feb 2016
OLD LYME, CT
MERRILL LYNCH PIERCE FENNER & SMITH INC.
Aug 2000 – Aug 2007
NEW LONDON, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 66
Registration record
First registered · August 23, 2000
Years registered · 25
Professional designation · CFP
03

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
BENCHMARK WEALTH MANAGEMENT, LLC
CRD 160192 · SEC 801-108489
AUM
$362M
Regulatory assets under management
Employees
4
770 client accounts
Services offered by BENCHMARK WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BENCHMARK WEALTH MANAGEMENT, LLC →
Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OLD LYME?

Browse all registered financial advisors in OLD LYME, Connecticut or claim this profile if it's yours.

Browse OLD LYME AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Thomas Joseph Britt offer?
Thomas Joseph Britt specializes in Financial Planning, Investment Management. Contact their office in OLD LYME, Connecticut for a consultation.
What are Thomas Joseph Britt's credentials?
Thomas Joseph Britt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Thomas Joseph Britt located?
Thomas Joseph Britt is based in OLD LYME, Connecticut, working with BENCHMARK WEALTH MANAGEMENT, LLC. Their office serves clients in the OLD LYME metropolitan area and surrounding communities.
How does Thomas Joseph Britt charge for services?
Thomas Joseph Britt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENCHMARK WEALTH MANAGEMENT, LLC?
BENCHMARK WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BENCHMARK WEALTH MANAGEMENT, LLC

Richard W Stout
OLD LYME, CT
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)
City Guides
STAMFORD GuideGREENWICH GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile