Park Avenue Securities
46yrs
Top advisor by experience in Farmington
1yr
Benjamin Roy
Financial advisor at Connecticut Wealth Management
Based in Farmington, Connecticut, Benjamin Roy is a fiduciary financial advisor with 1 year of industry experience. Benjamin has been with Connecticut Wealth Management since 2025. Connecticut Wealth Management offers financial planning and investment management and 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
Questions to ask Benjamin
Tailored to Benjamin’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Benjamin
How do I contact Benjamin?
Call Connecticut Wealth Management at (860) 470-0290 and ask for Benjamin Roy. Benjamin works from the Farmington, CT office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Benjamin hold?
Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Connecticut Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Benjamin 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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