Megan A. Trask

CONNECTICUT WEALTH MANAGEMENT

Farmington, CT 06032-1911

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CRD#: 5824260

Professional summary

Megan Alice Trask, CFP®, who also goes by Megan Alice Mcgregor, Megan Mcgregor, is a registered financial advisor currently at CONNECTICUT WEALTH MANAGEMENT, LLC located in Farmington, Connecticut.

Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Megan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Megan Alice Mcgregor | Megan Mcgregor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Village for Families and Children; 1680 Albany Ave, Hartford, CT 06105; Investment Committee; 04/01/2019; Is the business "investment-related?" - No; Hours per month devoted to the business: Outside trading hours: 1hr.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Alice Trask's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

June 22, 2017 - Present

CONNECTICUT WEALTH MANAGEMENT, LLC

Office #1: 281 Farmington Avenue, Farmington, CT 06032-1911

RIA

CRD#: 154310

Farmington, CT

Past

October 14, 2015 - June 7, 2017

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

RIA

CRD#: 137342

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONNECTICUT WEALTH MANAGEMENT, LLC

CRD#: 154310 / SEC#: 801-73061

RIA

Registered Investment Advisory firm - (2/3/2012 Approved)

Connecticut

Registered Investment Advisory firm - (2/16/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(6/22/2017)

IAR

Texas
(6/22/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/19/2012

Uniform Investment Adviser Law Examination

Current Firm

CONNECTICUT WEALTH MANAGEMENT, LLC

CRD#: 154310 / SEC#: 801-73061

RIA

Registered Investment Advisory firm - (2/3/2012 Approved)

Connecticut

Registered Investment Advisory firm - (2/16/2012 Terminated)

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Contact information

Main Address

281 Farmington Avenue, Farmington, CT 06032-1911

Mailing Address

Phone number

(860) 470-0290

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CTWM FORM ADV PART 2A - MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,737
AUM (Assets Under Management)	$ 3,708,773,192

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
10/02/2024	Cover Page	Report
09/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Megan A. Trask

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Alice Trask's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONNECTICUT WEALTH MANAGEMENT, LLC

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

CONNECTICUT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/2012

Current Firm

CONNECTICUT WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CONNECTICUT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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