Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Briganti is a financial advisor with Connecticut Wealth Management, LLC located in Farmington, Connecticut. He specializes in providing financial planning and portfolio management services to individuals, corporations and charitable organizations. Kevin has been in the financial industry for over 10 years. He holds the Series 65 license and the Certified Financial Planner designation. In addition to his work as a financial advisor, Kevin is also an on-ice official in the American Hockey League and Hockey East Association.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
02/11/2021 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
IA
Issued 02/11/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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