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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Christopher Leahy is a financial advisor at Connecticut Wealth Management, LLC, where he has been working since 2010. Kevin has been in the financial industry since 2001 and has over 20 years of experience. He specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Kevin is a Certified Financial Planner and is registered with the Securities and Exchange Commission (SEC) as a registered investment advisor. He is also registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative. Kevin holds the Series 7, 24, 31, 52, 63, 65 and 99 securities licenses, in addition to the SIE exam. Kevin is a member of the Board of Trustees of the University of Bridgeport.
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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2
CT
03/07/2012 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
CT
06/20/2001 - 12/31/2015
LPL FINANCIAL LLC (FARMINGTON CT)
BC
Issued 06/28/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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