AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MC

Michael Thomas Colohan

COLOHAN WEALTH MANAGEMENT
ROCKY HILL, CT
·CRD# 7289084·5 years experience

Professional Summary

Michael Thomas Colohan is a registered financial advisor currently at COLOHAN WEALTH MANAGEMENT LLC located in Rocky Hill, Connecticut. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
View profile
Samuel Elias Kaplowitz
Samuel Elias Kaplowitz

SOUNDVIEW PRIVATE WEALTH ADVISORS

CHESHIRE, CT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Samuel Elias Kaplowitz
Samuel Elias Kaplowitz

SOUNDVIEW PRIVATE WEALTH ADVISORS

CHESHIRE, CT · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Samuel Elias Kaplowitz
Samuel Elias Kaplowitz

SOUNDVIEW PRIVATE WEALTH ADVISORS

CHESHIRE, CT · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Samuel Elias Kaplowitz
Samuel Elias Kaplowitz

SOUNDVIEW PRIVATE WEALTH ADVISORS

CHESHIRE, CT · CRD#

Years of Experience

5 years in the financial services industry

Current & Past Employments

COLOHAN WEALTH MANAGEMENT LLC·CRD# 310423
RIA
8 Glastonbury Avenue, Rocky Hill, CT 06067
April 27, 2021 - Present

Similar Advisors

Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Samuel Elias Kaplowitz
Samuel Elias Kaplowitz

SOUNDVIEW PRIVATE WEALTH ADVISORS

CHESHIRE, CT · CRD#

Current Firm

CW
COLOHAN WEALTH MANAGEMENT LLC

COLOHAN WEALTH MANAGEMENT LLC

CRD#: 310423
Connecticut
Registered Investment Advisory firm - Connecticut (4/27/2021 Approved)

Contact Information

Main Address

8 Glastonbury Avenue, Rocky Hill, CT 06067

Phone Number

(860) 257-4611

# of Employees

1

Documents

Latest Form ADV

Similar Advisors

Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Samuel Elias Kaplowitz
Samuel Elias Kaplowitz

SOUNDVIEW PRIVATE WEALTH ADVISORS

CHESHIRE, CT · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

PRESIDENT; ANGLISS & COLOHAN PC; INVESTMENT RELATED: NO; 21 NEW BRITAIN AVENUE ROCKY HILL CT 06067 UNITED STATES; ACCOUNTING FIRM PROVIDING TAX AND ACCOUNTING SERVICES.; HE IS 100% SHAREHOLDER AND HIS RESPONSIBLE FOR THE DAILY OPERATIONS OF THE FIRM; START DATE: 2022-05-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 8;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 100.

Similar Advisors

Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Samuel Elias Kaplowitz
Samuel Elias Kaplowitz

SOUNDVIEW PRIVATE WEALTH ADVISORS

CHESHIRE, CT · CRD#

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.
IAR
Connecticut
(4/27/2021)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2021About the Series 65 exam

Similar Advisors

Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Samuel Elias Kaplowitz
Samuel Elias Kaplowitz

SOUNDVIEW PRIVATE WEALTH ADVISORS

CHESHIRE, CT · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Colohan's CRS (Customer Relationship Summary).

Similar Advisors

Richard R Rake
Richard R Rake

FINANCIAL RESOURCES GROUP, LLC

GLASTONBURY, CT · CRD#
Samuel Elias Kaplowitz
Samuel Elias Kaplowitz

SOUNDVIEW PRIVATE WEALTH ADVISORS

CHESHIRE, CT · CRD#
MC
Follow Michael
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required