Htg Investment Advisors Inc.
Htg Investment Advisors Inc. (CRD# 108614) is a financial advisory firm headquartered in New Canaan, CT. They manage $859,803,504 in 1,390 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management860MILLION
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Total Number of Accounts1,390ACCOUNTS
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Average Account Value$618,564
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, IL, LA, MA, ME, NE, NH, NJ, NY, PA, VA
Kerry Connell (CRD# 6299882) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 10 years of experience in the finance industry.
Valerie Connolly (CRD# 2434841) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 30 years of experience in the finance industry.
Allison Donaldson (CRD# 2209598) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 31 years of experience in the finance industry.
Jennifer Nicasio (CRD# 4617368) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 17 years of experience in the finance industry.
Barbara Ollinger (CRD# 3069738) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 25 years of experience in the finance industry.
Amy Sheinberg (CRD# 1199463) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 16 years of experience in the finance industry.
Robin Sherwood (CRD# 4693308) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has 1 year of experience in the finance industry.
Shannon Vizza (CRD# 2535927) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 29 years of experience in the finance industry.
Alexander Zaharoff (CRD# 4364151) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 15 years of experience in the finance industry.
Joseph Donaldson (CRD# 2801717) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 27 years of experience in the finance industry.