Eric Pitruzzello
Investment adviser representative at Connecticut Wealth Management, LLC
10 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
10 years in the industry.
- Connecticut Wealth Management, LLCAug 2026 to now
- Crystal RidgeAug 2020 to now
- American Senior BenefitsAug 2025 to Aug 2026
- Middlefield Parks and RecreationJun 2023 to Aug 2023
- Northwestern MutualFeb 2023 to May 2023
- Middlefield Parks and RecreationJun 2022 to Aug 2022
- Quinnipiac UniversityAug 2021 to Dec 2025
- Xavier High SchoolJan 2019 to May 2020
- Dunkin DonutsSep 2018 to Jun 2019
- Coginchaug High SchoolAug 2016 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 7699170
- Firm CRD
- 154310