Patrick Sullivan
Financial advisor at Connecticut Wealth Management, LLC · Farmington, CT
Last updated 2026-10-10
Claim your profilePatrick Sullivan is a financial advisor at Connecticut Wealth Management, LLC in Farmington, CT, CRD 8142140. Licenses and exams on the registration: Series 65. IAPD registration began 2025-09-02.
Registration
- CRD number
- 8142140
- Registration status
- Active
- IAPD registration
- 2025-09-02
- Industry Experience
- 1 year
- Work Experience
- 20 years
- States registered
- CT
Licenses and exams
- Series 65
Work history
- 2025-06 to Present · Connecticut Wealth Management · Farmington, CT
- 2024-06 to 2024-07 · Wealthspire Advisors · West Hartford, CT
- 2023-08 to 2023-12 · Sportstars Inc. · New York, NY
- 2019-05 to 2023-08 · The Hartford Golf Club · West Hartford, CT
- 2024-05 to 2025-06 · West Hartford Public Schools · West Hartford, CT
- 2019-09 to 2021-01 · Immanuel Congregational Church, United Church of Christ · Hartford, CT
- 2018-05 to 2018-08 · Town of West Hartford · West Hartford, CT
- 2006-08 to 2021-06 · West Hartford Public Schools · West Hartford, CT
- 2021-08 to 2025-05 · University of Maryland, College Park · College Park, MD
Current employment
- Connecticut Wealth Management, LLC · Farmington, CT
Connecticut Wealth Management, LLC
- Regulatory AUM
- $4,477,614,678
- Registered advisors
- 50
- Offices
- 2
- Clients per advisor
- 30.3 (Low)
- Average AUM per client
- $3M (Low)
- High-net-worth client ratio
- 54.7% (High)
Connecticut Wealth Management, LLC: advisors, services and reported ETF investments
About
Patrick Sullivan is a financial advisor at Connecticut Wealth Management, LLC in Farmington, CT. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 20 years of reported work history.
Connecticut Wealth Management, LLC's firm-level Form ADV reports 50 advisors across 2 offices; approximately 30.3 clients per advisor, average assets per client of $2,951,625, and regulatory AUM of $4.5B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, State or municipal government entities, and Corporations or other businesses; services including Financial Planning Services and Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $2.3B across 142 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick Sullivan personally.
Reported ETF positions
Connecticut Wealth Management reports 142 ETF positions worth $2.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $283.6M |
| IEFA — iShares Core MSCI EAFE ETF | $263.8M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $258.2M |
| QUAL — iShares MSCI USA Quality Factor ETF | $214M |
| IEMG — iShares Core MSCI Emerging Markets ETF | $169.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Connecticut Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IOO — iShares Global 100 ETF | $4.2M | Top 99.5% | Peer conviction 84.9% · Active return +4.97% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $15.8M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $587.1K | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $316.3K | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Connecticut Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Financial Product Salesperson
- Sells Non-Advisory Products or Services
Location
281 Farmington Avenue, Farmington, CT 06032
50 advisors at this office.
Contact
The firm's filed contact details.
Official record
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