Miguel A. Carneiro
Professional summary
Miguel Alcover Franca Carneiro, CFP®, who also goes by Miguel Alcover Franca Carneiro, Miguel Carneiro, Miguel Alcover Franc Carneiro, is a registered financial advisor currently at CONNECTICUT WEALTH MANAGEMENT, LLC located in Farmington, Connecticut.
Miguel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Miguel has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Miguel Alcover Franca Carneiro's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
February 22, 2022 - Present
CONNECTICUT WEALTH MANAGEMENT, LLC
Office #1: 281 Farmington Avenue, Farmington, CT 06032-1911June 4, 2019 - January 12, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 6, 2018 - January 10, 2022
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
CONNECTICUT WEALTH MANAGEMENT, LLC
CRD#: 154310 / SEC#: 801-73061
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/22/2022)
Exams
Current Firm
CONNECTICUT WEALTH MANAGEMENT, LLC
CRD#: 154310 / SEC#: 801-73061
Contact information
SEC notice filing (24 States and Territories)
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 | ||
| 10/02/2024 | ||
| 09/26/2023 |
Red Flags
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