Danielle Marie Tata
Investment Adviser Representative at Connecticut Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Danielle Marie Tata is an investment adviser representative with Connecticut Wealth Management, LLC in Farmington, CT, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Connecticut.
Office
Advisors at this office: 49
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Sacred Heart UniversityAug 2014 – May 2018Fairfield, CT
- Sacred Heart UniversityAug 2016 – May 2017Fairfield, CT
- Marinapolis Preparatory SchoolDec 2016 – Jan 2017Thompson, CT
- Boston BalletMay 2017 – Aug 2017Boston, CT
- UnemployedMay 2018 – Aug 2018Newton, MA
- Manning Personnel Group, Inc.Aug 2018 – Oct 2018Boston, MA
- Eaton VanceOct 2018 – Dec 2019Boston, MA
- Parametric Portfolio Associates, LLCJan 2020 – Oct 2020Boston, MA
- Fiduciary Trust InternationalOct 2020 – Jul 2022Lincoln, MA
- Connecticut Wealth ManagementJul 2022 – no end date reportedFarmington, CT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Connecticut Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $2,500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 49
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Farmington, CT
- SEC file number:
- 801-73061
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 8, 2026
View full firm profileOther advisors at Connecticut Wealth Management, LLC
Showing 12 of 49 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Danielle Marie Tata has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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