Richard Anthony Persechino
Investment adviser representative at Connecticut Wealth Management, LLC
13 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
13 years in the industry.
- Connecticut Wealth Management, LLCJan 2022 to now
- Connecticut Wealth Management, LLCSep 2020 to Dec 2021
- New England Capital Planners, Inc.Oct 2019 to Aug 2020
- Job Search/studyingMay 2019 to Oct 2019
- Clarendon Wealth ManagementJun 2018 to Aug 2018
- StudentSep 2015 to May 2019
- Stanclift CoveJun 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 6963764
- Firm CRD
- 154310