Jennifer NicasioCRD Number: 4617368
Current Firm: Htg Investment Advisors Inc.
Jennifer Nicasio (CRD# 4617368) 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 Investment Advisors Inc.||New Canaan, CT||Oct 2005 - Current||12|
|Integrated Therapies, LLC||Darien, Ct, CT||Jan 2004 - Oct 2006||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
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