Eddy K. Agyeman

CONNECTICUT CAPITAL MANAGEMENT GROUP

Milford, CT 06460

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CRD#: 7624033

Professional summary

Eddy Kojo Agyeman, who also goes by Eddy K Agyeman, is a registered financial advisor currently at CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC located in Milford, Connecticut.

Eddy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Eddy has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eddy K Agyeman

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eddy Kojo Agyeman'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

December 19, 2025 - Present

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

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

RIA

CRD#: 305013

Milford, CT

Past

November 8, 2023 - August 21, 2025

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

West Hartford, CT

Past

November 30, 2022 - October 31, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW HAVEN, CT

Past

October 28, 2022 - October 31, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW HAVEN, 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
(12/19/2025)

IAR

Texas
(12/19/2025)

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 66

Date: 11/29/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/28/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/26/2022

Securities Industry Essentials 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 (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC (12/18/2025)

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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Eddy K. Agyeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eddy Kojo Agyeman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

FOUNDATIONS INVESTMENT ADVISORS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/29/2022

Series 7TO

Date: 10/28/2022

SIE

Date: 9/26/2022

Current Firm

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (2 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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