Park Avenue Securities
46yrs
Top advisor by experience in Farmington
1yr
Patrick Sullivan
Financial advisor at Connecticut Wealth Management
Patrick Sullivan is a fiduciary financial advisor in Farmington, Connecticut, with 1 year in the industry. Patrick joined Connecticut Wealth Management in 2025, a firm offering financial planning and investment management. The firm is paid through a percentage of assets and flat fees.
One of 220 advisors with offices in Farmington, and one of 195 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office281 Farmington Avenue, Farmington, CT 06032
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.28 million
Advisors at the firm50
States licensed ?1 state
Services through Connecticut Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Sep 2025 – nowConnecticut Wealth Management, LLCCurrent firm
Contact Patrick
(860) 470-0290Connecticut Wealth Management main office 281 Farmington AvenueFarmington, CT 06032Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Connecticut Wealth Management at (860) 470-0290 and ask for Patrick Sullivan. Patrick works from the Farmington, CT office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Connecticut Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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