Danielle Marie Tata
Investment adviser representative at Connecticut Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$4.5BFirm assets
14 yearsFirm in business
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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
12 years in the industry.
- Connecticut Wealth Management, LLCJul 2022 to now
- Fiduciary Trust InternationalOct 2020 to Jul 2022
- Parametric Portfolio Associates, LLCJan 2020 to Oct 2020
- Eaton VanceOct 2018 to Dec 2019
- Manning Personnel Group, Inc.Aug 2018 to Oct 2018
- UnemployedMay 2018 to Aug 2018
- Boston BalletMay 2017 to Aug 2017
- Marinapolis Preparatory SchoolDec 2016 to Jan 2017
- Sacred Heart UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7030522
- Firm CRD
- 154310