Nathan Peter Nagel
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, LLCJun 2026 to now
- Connecticut Wealth ManagementSep 2025 to May 2026
- Corbin AdvisorsJun 2025 to Aug 2025
- Connecticut Wealth ManagementFeb 2025 to May 2025
- University of ConnecticutAug 2023 to May 2026
- University of ConnecitcutAug 2022 to May 2026
- Christian Heritage SchoolJan 2016 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
- 8293763
- Firm CRD
- 154310