Daryl Lepage is a CFP-designated registered investment advisor, based in Rocky Hill, CT, with 33 years of industry experience.
Location
1090 Elm Street, Suite 102, Rocky Hill, CT, 06067
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daryl is involved in several business activities, including Brook Wealth Management, LLC, Merit Financial Group, and fixed insurance sales. He dedicates about 10% of his time to Brook Wealth Management, is full-time at Merit Financial Group, and spends a few hours per week on fixed insurance.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Brook Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Sun Investment Services CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.