Kevin Leahy is a CFP-designated registered investment advisor, based in Farmington, CT, with 24 years of industry experience.
Location
281 Farmington Avenue, Farmington, CT, 06032-1911
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 Activities
Kevin is a registered investment advisor at Connecticut Wealth Management, LLC, dedicating nearly all of his time to financial planning services. He also owns rental real estate, serves as a trustee for client accounts, and is a board member at the University of Bridgeport.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Connecticut Wealth Management, LLC
Previous Registrations
Kr Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Kr Wealth Management, LLC
State Registrations20 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.