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Eddy Kojo Agyeman

Investment Adviser Representative at Connecticut Capital Management Group, LLC

Milford, CTCRD #7624033Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eddy Kojo Agyeman is an investment adviser representative with Connecticut Capital Management Group, LLC in Milford, CT, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Foundations Investment Advisors LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Connecticut and Texas.

Office

2 Schooner Ln, Suite 1-12
Milford, CT 06460

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/29/2022
Series 7
General Securities Representative Examination
Passed 10/28/2022
SIE
Securities Industry Essentials Examination
Passed 9/26/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Connecticut Capital Management Group, LLCCurrent
12/19/2025 – Milford, CT
Foundations Investment Advisors LLC
11/8/2023 – 8/21/2025West Hartford, CT
Merrill Lynch, Pierce, Fenner & Smith Incorporated
11/30/2022 – 10/31/2023New Haven, CT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Aug 2022 – Nov 2022Hamden, CT
  2. Open Doors
    Mar 2021 – Jul 2022Norwalk, CT
  3. Holler Law Firm
    Feb 2020 – Feb 2021Milford, CT
  4. Creative Financial Staffing
    Jun 2019 – Nov 2019Norwalk, CT
  5. Hart United Inc.
    Jun 2016 – May 2020North Haven, CT
  6. Quinnipiac University
    Aug 2015 – May 2019Hamden, CT
  7. Robert Half
    Dec 2019 – Feb 2020New Haven, CT
  8. Bank of America N.A.
    Nov 2022 – Oct 2023Hamden, CT
  9. Foundations Investment Advisors, LLC
    Oct 2023 – Aug 2025Phoenix, AZ
  10. Fuchs Financial
    Oct 2023 – Aug 2025West Hartford, CT
  11. Unemployed
    Aug 2025 – Dec 2025Hartford, CT
  12. Connecticut Capital Management Group, LLC
    Dec 2025 – no end date reportedMilford, CT

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Connecticut Capital Management Group, 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

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Milford, CT
SEC file number:
801-117202

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 13, 2026

View full firm profile

Other advisors at Connecticut Capital Management Group, LLC

3 other advisors in the directory

View Connecticut Capital Management Group, LLC firm profile

Similar advisors in Milford, CT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eddy Kojo Agyeman 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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