Patrick Sullivan
Investment adviser representative at Connecticut Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
$4.5BFirm assets
14 yearsFirm in business
Are you Patrick Sullivan? Claim your profile
Contact this firm
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
20 years in the industry.
- Connecticut Wealth Management, LLCJun 2025 to now
- Wealthspire AdvisorsJun 2024 to Jul 2024
- West Hartford Public SchoolsMay 2024 to Jun 2025
- Sportstars Inc.Aug 2023 to Dec 2023
- University of Maryland, College ParkAug 2021 to May 2025
- Immanuel Congregational Church, United Church of ChristSep 2019 to Jan 2021
- The Hartford Golf ClubMay 2019 to Aug 2023
- Town of West HartfordMay 2018 to Aug 2018
- West Hartford Public SchoolsAug 2006 to Jun 2021
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
- 8142140
- Firm CRD
- 154310