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Bichop Joseph Nawrot

Connecticut Wealth Management, LLC

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About Bichop Joseph Nawrot

Bichop Nawrot is a financial advisor with over 30 years of experience. Bichop is currently registered with Connecticut Wealth Management, LLC. Prior to joining the firm, Bichop was a financial advisor with LPL Financial LLC. Bichop is a Certified Financial Planner and a Chartered Financial Consultant. Bichop specializes in providing financial advice to individuals, families, and businesses. Bichop has a passion for helping people achieve their financial goals.

Firm Information

Bichop Nawrot is currently registered with Connecticut Wealth Management, LLC. Connecticut Wealth Management, LLC is a registered investment advisor based in Farmington, CT. They offer a variety of financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm has over 3 billion dollars in assets under management and serves over 1,300 clients.
Connecticut Wealth Management, LLC

281 FARMINGTON AVENUE

FARMINGTON, CT 06032-1911

$3.17B

Assets Under Management

1

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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assets under advisement

Assets under advisement

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bichop Nawrot’s Registration & Firm History

CT

06/11/2019 - Present

Connecticut Wealth Management, LLC (FARMINGTON CT)

CT

12/16/1989 - 06/04/2019

LPL FINANCIAL LLC (BLOOMFIELD CT)

NA

07/09/1987 - 12/16/1989

LINSCO FINANCIAL GROUP, INC.

NA

05/05/1977 - 07/21/1987

CIGNA SECURITIES, INC.

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Licenses & Designations

BC

Issued 05/05/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/1993

Series 7 - General Securities Representative Examination

BC

Issued 04/28/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bichop Joseph Nawrot.
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