Htg Investment Advisors Inc.

Htg Investment Advisors Inc. (CRD# 108614) is a financial advisory firm headquartered in New Canaan, CT. They manage $436,354,351 in 1,094 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    436
    MILLION
  • Total Number of Accounts
    1,094
    ACCOUNTS
  • Average Account Value
    $398,861
Compensation Options
  • A percentage of assets under your management
  • 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
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.

CA, CT, DC, FL, MA, ME, NJ, NY, OH, VA

Financial Advisors at Htg Investment Advisors Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Valerie Connolly
CRD#: 2434841
50 Locust Avenue, New Canaan, CT 06840
96
Wealthminder
score

Valerie Connolly (CRD# 2434841) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 22 years of experience in the finance industry.

2
Allison P. Donaldson
CRD#: 2209598
50 Locust Avenue, New Canaan, CT 06840
93
Wealthminder
score

Allison Donaldson (CRD# 2209598) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 23 years of experience in the finance industry.

3
Harmon T. Gnuse
CRD#: 2496862
112 Main Street, New Canaan, CT 06840
93
Wealthminder
score

Harmon Gnuse (CRD# 2496862) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 22 years of experience in the finance industry.

4
Jeanne P. Gnuse
CRD#: 4359454
112 Main Street, New Canaan, CT 06840
93
Wealthminder
score

Jeanne Gnuse (CRD# 4359454) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 16 years of experience in the finance industry.

5
Jennifer H. Nicasio
CRD#: 4617368
50 Locust Avenue, New Canaan, CT 06840
93
Wealthminder
score

Jennifer Nicasio (CRD# 4617368) 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.

6
Barbara M. Ollinger
CRD#: 3069738
50 Locust Avenue, New Canaan, CT 06840
93
Wealthminder
score

Barbara Ollinger (CRD# 3069738) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 18 years of experience in the finance industry.

7
Amy G. Sheinberg
CRD#: 1199463
50 Locust Avenue, New Canaan, CT 06840
93
Wealthminder
score

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.

8
Alexander G. Zaharoff
CRD#: 4364151
50 Locust Avenue, New Canaan, CT 06840
93
Wealthminder
score

Alexander Zaharoff (CRD# 4364151) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 7 years of experience in the finance industry.

9
Robin A. Sherwood
CRD#: 4693308
50 Locust Avenue, New Canaan, CT 06840
90
Wealthminder
score

Robin Sherwood (CRD# 4693308) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has 1 year of experience in the finance industry. Robin Sherwood 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.

10
Kerry B. Connell
CRD#: 6299882
50 Locust Avenue, New Canaan, CT 06840
89
Wealthminder
score

Kerry Connell (CRD# 6299882) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 2 years of experience in the finance industry.

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