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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Mar 30, 2018

First registration

Jun 4, 2019

Dual registered

no

Other names

MIGUEL ALCOVER FRANCA CARNEIRO|MIGUEL CARNEIRO|Miguel Alcover Franc Carneiro

IAPD individual key

6886714

• Occurred

  Jan 12, 2022
  Advisor changed firm

  Miguel Carneiro left Fidelity Personal And Workplace Advisors for Connecticut Wealth Management, Llc (registered 2022-02-22)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ef0b94b1-79a6-e5d5-0173-ed9f0c769a61

First observed

Jun 4, 2019

Last observed

Sep 14, 2026 6 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.