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 9 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||12|
|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