AUMdb
RA

Richard Alec Rosen

CRD 5824667 Certified Financial Planner

Firms

FirmRoleAs of
Connecticut Wealth Management, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗