Megan Alice Trask
PartnerConnecticut Wealth Management, LLCCRD 5824260
About Megan Alice Trask
Megan Alice Trask is listed as Partner at Connecticut Wealth Management, LLC in Farmington, CT. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Connecticut Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Megan Alice Trask work?
Megan Alice Trask is listed as Partner at Connecticut Wealth Management, LLC on SEC Form ADV.
How much of Connecticut Wealth Management, LLC does Megan Alice Trask own?
Form ADV reports a beneficial ownership band of Under 5%.
Connecticut Wealth Management, LLC
| Title | Partner |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |