Kayleigh Ann Theroux
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 2026 to now
- Uconn TcsSep 2025 to May 2026
- Uconn Lodewick Visitors CenterAug 2025 to May 2026
- Connecticut Wealth ManagementMay 2025 to Aug 2025
- Connecticut Wealth ManagementSep 2024 to Dec 2024
- CowfishMay 2024 to Jul 2025
- Principle Wealth PartnersJan 2024 to Feb 2024
- Uconn Bursar ServicesNov 2022 to Dec 2024
- University of ConnecticutAug 2022 to May 2026
- UnemployedJun 2022 to Aug 2022
- Big Dipper Ice Cream ParlourJun 2019 to May 2023
- Woodland Regional High SchoolAug 2018 to Jun 2022
- UnemployedJun 2018 to Aug 2018
- Long River Middle SchoolAug 2015 to Jun 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
- 8296835
- Firm CRD
- 154310