Megan Alice Trask
Investment adviser representative at Connecticut Wealth Management, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Connecticut Wealth Management, LLCJan 2022 to now
- Connecticut Wealth Management, LLCJan 2020 to Dec 2021
- Connecticut Wealth Management, LLCJun 2017 to Dec 2019
- Reynders, Mcveigh Capital Management LLCAug 2011 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Connecticut Wealth Management, LLC
$4.5BAssets managed
1,517Clients
50Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5824260
- Firm CRD
- 154310