Benjamin Roy
Investment adviser representative at Connecticut Wealth Management, LLC
11 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
11 years in the industry.
- Connecticut Wealth Management, LLCJun 2025 to now
- Connecticut Wealth ManagementJun 2024 to Aug 2024
- University of ConnecticutAug 2022 to May 2025
- Town of Manchester Recreation DepartmentOct 2021 to Jan 2025
- Dairy QueenMay 2020 to Oct 2021
- Manchester Public SchoolsAug 2015 to Jun 2022
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
- 8143494
- Firm CRD
- 154310