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Emily Rebekah Wood

Connecticut Wealth Management, LLC

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About Emily Rebekah Wood

Emily Rebekah Wood is a financial advisor with Connecticut Wealth Management, LLC based in Farmington, Connecticut. Emily has been a financial advisor for several years and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and corporations. Emily is a Certified Financial Planner™ and holds the Series 6, 63, and 65 licenses. Emily is also a member of the Board of Directors of Advancing Connecticut Together (ACT) and the Simsbury Meadows Performing Arts Center.

Firm Information

Emily Wood 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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Emily Wood’s Registration & Firm History

CT

05/17/2018 - Present

Connecticut Wealth Management, LLC (FARMINGTON CT)

CT

09/05/2015 - 10/23/2015

LPL FINANCIAL LLC (AVON CT)

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Licenses & Designations

IA

Issued 01/20/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Rebekah Wood.
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