Amy SheinbergCRD Number: 1199463
Current Firm: Htg Investment Advisors Inc.
Amy Sheinberg (CRD# 1199463) 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.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Scholtz & Co
|Htg Investmetn Advisors Inc.||New Canaan, CT||Jan 2005 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management436MILLIONS
Total Number of Accounts1,094ACCOUNTS
Average Account Value$398,861
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, DC, FL, MA, ME, NJ, NY, OH, VA