Unclaimed
Nicolas Good is a Registered Investment Advisor, currently registered with Connecticut Wealth Management, LLC. Nicolas has been in the industry since February 2022. Nicolas has a Series 65 license, having passed the Uniform Investment Adviser Law Examination on March 31, 2023. Connecticut Wealth Management, LLC provides financial planning, portfolio management for individuals, and other services.
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
03/31/2023 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
IA
Issued 03/31/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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