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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

CONNECTIVE WEALTH PARTNERS, LLC

CRD 335624

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:254ca2e7-ef86-1bc3-fd25-8793bad4c940

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 2
On other graphs: 0
Observed: May 22, 2025 to Sep 8, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $77.6MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $77.6M
Private client RAUM: $77.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $7.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 10
Offices: 12Schedule D 1.F, beyond the principal office
Accounts: 619
Individual clients: 311
High net worth clients: 5
SEC number: 801-132738
CRD: 335624
Filings on the tape: 9
First filed: May 22, 2025
Latest filed: Sep 8, 2026
Organised: Limited Liability Company, DE
Website: connectivewealth.ai

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KADRI CLAUDE AUGUSTIN	n/a	FARMINGDALE, NY	1	10	1	no
ANDREW THOMAS NIGRELLI	n/a	WESTON, MA \| FARMINGDALE, NY	1	23	7	no
Garrett Dean Faulconer	n/a	FARMINGDALE, NY \| FULLERTON, CA	1	14	1	no
Tina Hang	n/a	Astoria, NY \| FARMINGDALE, NY	1	10	1	no
JILL CHRISTINE Wagner	n/a	FARMINGDALE, NY \| PORTLAND, OR	1	14	1	no
Joy Zilan Liu	n/a	SNEADS FERRY, NC \| FARMINGDALE, NY	1	11	1	no
WILLIAM ALEXANDER ULLMAN	n/a	BROOKLYN, NY \| FARMINGDALE, NY	0	11	2	no
Nicole Miriam Lapin	n/a	LOS ANGELES, CA \| FARMINGDALE, NY	0	14	n/a	no
Adam Aksamit	n/a	JERSEY CITY, NJ \| FARMINGDALE, NY	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CONNECTIVE TECHNOLOGIES LLC	Owner	E	yes	04/2025	Sep 8, 2026	Sep 8, 2026
NIGRELLI, ANDREW, THOMAS	President	Na	yes	04/2025	Sep 8, 2026	Sep 8, 2026
ROSEN, IAN, HARRIS	CHIEF EXECUTIVE OFFICER	Na	yes	05/2025	Sep 8, 2026	Sep 8, 2026
Mortara, Christopher, Michael	CHIEF COMPLIANCE OFFICER	Na	no	10/2025	Sep 8, 2026	Sep 8, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$77.6M	$77.6M	12	10	10	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	10.0%	0	1	0	8	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$77.6M	n/a	n/a	n/a	n/a	13	n/a	12	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FG ADVISORY SERVICES, LLC.	3	Aug 19, 2025	Jul 29, 2025	NEW YORK, NY	Firm absorbed	RIA to new firm	50.0%

Relationships

Controls (3)

← NIGRELLI, ANDREW, THOMASOwnerPRESIDENT, ownership code NA, individual
Sep 8, 2026 to presentfactForm ADV
← ROSEN, IAN, HARRISOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Sep 8, 2026 to presentfactForm ADV
← CONNECTIVE TECHNOLOGIES LLCOwnerOWNER, ownership code E, domestic entity
Sep 8, 2026 to presentfactForm ADV

Owns (1)

← Mortara, Christopher, MichaelOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 8, 2026 to presentfactForm ADV

Registered with (11)

← Adam AksamitAdvisorregistration: current employment
Aug 18, 2026 to presentfactForm ADV
← Nicholas ManginoAdvisorregistration: current employment
Jul 9, 2026 to presentfactForm ADV
← Nicole Miriam LapinAdvisorregistration: current employment
Dec 24, 2025 to presentfactForm ADV
← WILLIAM ALEXANDER ULLMANAdvisorregistration: current employment
Nov 19, 2025 to presentfactForm ADV
← JILL CHRISTINE WagnerAdvisorregistration: current employment
Jul 29, 2025 to presentfactForm ADV
← Joy Zilan LiuAdvisorregistration: current employment
Jul 29, 2025 to presentfactForm ADV
← Garrett Dean FaulconerAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
← Tina HangAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
← ANDREW THOMAS NIGRELLIAdvisorregistration: current employment
May 29, 2025 to presentfactForm ADV
← KADRI CLAUDE AUGUSTINAdvisorregistration: current employment
May 22, 2025 to presentfactForm ADV
← Erika MoromisatoAdvisorregistration: previous registration
Jun 3, 2025 to Jul 10, 2026factForm ADV

Moved with (1)

← FG ADVISORY SERVICES, LLC.Registered adviser4 advisors, firm absorbed, same day
Aug 19, 2025 to Jul 29, 2025factForm ADV

Dated events

Occurred
Jul 10, 2026
Advisor changed firm
Erika Moromisato left Connective Wealth Partners, Llc for Brooklyn Fi, Llc (registered 2026-07-30)
Form ADVobserved 5 days ago
Occurred
Aug 19, 2025
Firm absorbed
FG Advisory Services, LLC.'s advisors moved to Connective Wealth Partners, LLC (New York, NY): 4 of 6 registered, on the same day
Form ADVobserved 4 days ago
4 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:254ca2e7-ef86-1bc3-fd25-8793bad4c940
First observed: May 22, 2025
Last observed: Sep 8, 2026 12 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONNECTIVE WEALTH PARTNERS, LLC

CRD 335624

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:254ca2e7-ef86-1bc3-fd25-8793bad4c940

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KADRI CLAUDE AUGUSTIN

n/a

FARMINGDALE, NY

ANDREW THOMAS NIGRELLI

n/a

WESTON, MA | FARMINGDALE, NY

Garrett Dean Faulconer

n/a

FARMINGDALE, NY | FULLERTON, CA

Tina Hang

n/a

Astoria, NY | FARMINGDALE, NY

JILL CHRISTINE Wagner

n/a

FARMINGDALE, NY | PORTLAND, OR

Joy Zilan Liu

n/a

SNEADS FERRY, NC | FARMINGDALE, NY

WILLIAM ALEXANDER ULLMAN

n/a

BROOKLYN, NY | FARMINGDALE, NY

Nicole Miriam Lapin

n/a

LOS ANGELES, CA | FARMINGDALE, NY

n/a

Adam Aksamit

n/a

JERSEY CITY, NJ | FARMINGDALE, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CONNECTIVE TECHNOLOGIES LLC

Owner

yes

04/2025

Sep 8, 2026

NIGRELLI, ANDREW, THOMAS

President

yes

04/2025

Sep 8, 2026

ROSEN, IAN, HARRIS

CHIEF EXECUTIVE OFFICER

yes

05/2025

Sep 8, 2026

Mortara, Christopher, Michael

CHIEF COMPLIANCE OFFICER

10/2025

Sep 8, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$77.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

10.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$77.6M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FG ADVISORY SERVICES, LLC.

Aug 19, 2025

Jul 29, 2025

NEW YORK, NY

Firm absorbed

RIA to new firm

50.0%