Sean Guido Gannon
Investment adviser representative at Connecticut Wealth Management, LLC
13 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
13 years in the industry.
- Connecticut Wealth Management, LLCSep 2024 to now
- Chubb InsuranceMay 2023 to Sep 2024
- Central Connecticut UniversityAug 2017 to May 2023
- Gannon Enterprises LLCSep 2015 to Jan 2020
- Lake View RestaurantMay 2015 to Aug 2017
- Coventry High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7996468
- Firm CRD
- 154310