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.

Current firm

CONNECTICUT WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Apr 15, 2022

First registration

Apr 22, 2022

Dual registered

no

IAPD individual key

7541366

• Occurred

  Dec 31, 2022
  Advisor changed firm

  Alexander Robert Romejko left New England Guild Wealth Advisors, Inc. for Connecticut Wealth Management, Llc (registered 2023-02-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ed9524c2-72ad-1ec2-10b5-1bc88c839fa9

First observed

Apr 22, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed 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.