Hooker & Holcombe Investment Advisors, Inc.

Hooker & Holcombe Investment Advisors, Inc. (CRD# 125791) is a financial advisory firm headquartered in West Hartford, CT. They manage $328,668,695 in 77 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    329
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $4,268,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MA, NY

Financial Advisors at Hooker & Holcombe Investment Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
John N. Fuller
CRD#: 3119179
65 Lasalle Road, West Hartford, CT 06107
96
Wealthminder
score

John Fuller (CRD# 3119179) is an Investment Advisor Representative working at Hooker & Holcombe Investment Advisors, Inc. in West Hartford, CT and has over 19 years of experience in the finance industry.

2
Arthur J. Meizner
CRD#: 1157875
65 Lasalle Road, West Hartford, CT 06107
96
Wealthminder
score

Arthur Meizner (CRD# 1157875) is an Investment Advisor Representative working at Hooker & Holcombe Investment Advisors, Inc. in West Hartford, CT and has over 34 years of experience in the finance industry. Arthur Meizner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ekaterini Nikolaou
CRD#: 5048897
65 Lasalle Road, West Hartford, CT 06107
96
Wealthminder
score

Ekaterini Nikolaou (CRD# 5048897) is an Investment Advisor Representative working at Hooker & Holcombe Investment Advisors, Inc. in West Hartford, CT and has over 10 years of experience in the finance industry. Ekaterini Nikolaou has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Stuart H. Herskowitz
CRD#: 2279911
65 Lasalle Road, West Hartford, CT 06107
93
Wealthminder
score

Stuart Herskowitz (CRD# 2279911) is an Investment Advisor Representative working at Hooker & Holcombe Investment Advisors, Inc. in West Hartford, CT and has over 25 years of experience in the finance industry.

5
Rodger K. Metzger
CRD#: 4972364
65 Lasalle Road, West Hartford, CT 06107
90
Wealthminder
score

Rodger Metzger (CRD# 4972364) is an Investment Advisor Representative working at Hooker & Holcombe Investment Advisors, Inc. in West Hartford, CT and has 1 year of experience in the finance industry.

6
Jonida M. Papajani
CRD#: 6147002
65 Lasalle Road, West Hartford, CT 06107
90
Wealthminder
score

Jonida Papajani (CRD# 6147002) is an Investment Advisor Representative working at Hooker & Holcombe Investment Advisors, Inc. in West Hartford, CT and has over 4 years of experience in the finance industry.

7
Jonathan S. Gruber
CRD#: 3205389
65 Lasalle Road, West Hartford, CT 06107
83
Wealthminder
score

Jonathan Gruber (CRD# 3205389) is an Investment Advisor Representative working at Hooker & Holcombe Investment Advisors, Inc. in West Hartford, CT and has over 17 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.