Kerry ConnellCRD Number: 6299882
Current Firm: Htg Investment Advisors Inc.
Kerry Connell (CRD# 6299882) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 3 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Scholtz & Co
|Unemployed||New Canaan, CT||Jul 2013 - Feb 2014||< 1|
|Unemployed||Dubai,||Jun 2010 - Jun 2013||3|
|Wilson Sonsini Goodrich & Rosati, Pc||New York, NY||Aug 2005 - May 2010||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
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