Jill D. Lanese

CONNECTICUT CAPITAL MANAGEMENT GROUP

Milford, CT 06460

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CRD#: 5860944

Professional summary

Jill Demanchyk Lanese, who also goes by Jill Maureen Demanchyk, is a registered financial advisor currently at CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC located in Milford, Connecticut.

Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jill has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jill Maureen Demanchyk

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.

1.FITNESS INSTRUCTOR; YMCA OF CENTRAL CONNECTICUT; INVESTMENT RELATED: NO; LOCATION: 631 ORANGE AVE. MILFORD, CT 06461; DESCRIPTION OF THE BUSINESS: NON-PROFIT ORGANIZATION FOCUSED ON RECREATION PROGRAMS AND SERVICES FOR ALL AGES; RESPONSIBILITIES DUTIES: TEACH A FITNESS CLASS; START DATE WITH THE BUSINESS: 2019-01-01; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: O; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Demanchyk Lanese'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®

None

Experience

Current

July 20, 2021 - Present

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

Office #1: 2 Schooner Ln Suite 1-12, Milford, CT 06460

RIA

CRD#: 305013

Milford, CT

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 CAPITAL MANAGEMENT GROUP, LLC

CRD#: 305013 / SEC#: 801-117202

RIA

Registered Investment Advisory firm - (8/16/2019 Approved)

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
(7/20/2021)

IAR

Florida
(9/15/2021)

IAR

Texas
(2/10/2023)

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: 7/20/2021

Uniform Investment Adviser Law Examination

Current Firm

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

CRD#: 305013 / SEC#: 801-117202

RIA

Registered Investment Advisory firm - (8/16/2019 Approved)

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Contact information

Main Address

2 Schooner Ln Suite 1-12, Milford, CT 06460

Mailing Address

Phone number

(203) 877-1520

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC (5/23/2025)

Regulatory assets under management

Total Number of Accounts	321
AUM (Assets Under Management)	$ 222,730,006

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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Jill D. Lanese

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Demanchyk Lanese's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

Primary Firm SEC Registration

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2021

Current Firm

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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