Michael T. Colohan

COLOHAN WEALTH MANAGEMENT LLC

ROCKY HILL, CT 06067

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CRD#: 7289084

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Colohan's 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

April 27, 2021 - Present

COLOHAN WEALTH MANAGEMENT LLC

Office #1: 8 Glastonbury Avenue, Rocky Hill, CT 06067

RIA

CRD#: 310423

ROCKY HILL, CT

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
(4/27/2021)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/11/2021

Uniform Investment Adviser Law Examination

Current Firm

COLOHAN WEALTH MANAGEMENT LLC

CRD#: 310423 / SEC#:

Connecticut

Registered Investment Advisory firm - (4/27/2021 Approved)

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Contact information

Main Address

8 Glastonbury Avenue, Rocky Hill, CT 06067

Mailing Address

Phone number

(860) 257-4611

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Michael T. Colohan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

COLOHAN WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/2021

Current Firm

COLOHAN WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

COLOHAN WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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