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SAYBROOK WEALTH GROUP, INC.

OLD SAYBROOK, CT · CRD 317867 · IAPD ↗ · saybrookwealth.com · (860) 388-2200

$292.1MRegulatory AUM
1Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2026 — SAYBROOK WEALTH GROUP, INC. (OLD SAYBROOK, CT) left the SEC roster (was $292.1M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
April 2025 — SAYBROOK WEALTH GROUP, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — SAYBROOK WEALTH GROUP, INC. notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — SAYBROOK WEALTH GROUP, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.