Htg Investment Advisors Inc.

Htg Investment Advisors Inc. (CRD# 108614) is a financial advisory firm headquartered in New Canaan, CT. They manage $859,803,504 in 1,390 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
50 Locust Avenue, New Canaan, CT 06840
http://www.htginvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    860
    MILLION
  • Total Number of Accounts
    1,390
    ACCOUNTS
  • Average Account Value
    $618,564
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, LA, MA, ME, NE, NH, NJ, NY, PA, VA

Financial Advisors at Htg Investment Advisors Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Kerry Connell, financial advisor New Canaan CT
Kerry B. Connell
CRD#: 6299882
50 Locust Avenue, New Canaan, CT 06840

Kerry Connell (CRD# 6299882) 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.

2
Valerie Connolly, financial advisor New Canaan CT
Valerie Connolly
CRD#: 2434841
50 Locust Avenue, New Canaan, CT 06840

Valerie Connolly (CRD# 2434841) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 30 years of experience in the finance industry.

3
Allison Donaldson, financial advisor New Canaan CT
Allison P. Donaldson
CRD#: 2209598
50 Locust Avenue, New Canaan, CT 06840

Allison Donaldson (CRD# 2209598) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 31 years of experience in the finance industry.

4
Jennifer Nicasio, financial advisor New Canaan CT
Jennifer H. Nicasio
CRD#: 4617368
50 Locust Avenue, New Canaan, CT 06840

Jennifer Nicasio (CRD# 4617368) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 17 years of experience in the finance industry.

5
Barbara Ollinger, financial advisor New Canaan CT
Barbara M. Ollinger
CRD#: 3069738
50 Locust Avenue, New Canaan, CT 06840

Barbara Ollinger (CRD# 3069738) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 25 years of experience in the finance industry.

6
Amy Sheinberg, financial advisor New Canaan CT
Amy G. Sheinberg
CRD#: 1199463
50 Locust Avenue, New Canaan, CT 06840

Amy Sheinberg (CRD# 1199463) 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.

7
Robin Sherwood, financial advisor New Canaan CT
Robin A. Sherwood
CRD#: 4693308
50 Locust Avenue, New Canaan, CT 06840

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.

8
Shannon Vizza, financial advisor New Canaan CT
Shannon R. Vizza
CRD#: 2535927
50 Locust Avenue, New Canaan, CT 06840

Shannon Vizza (CRD# 2535927) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 29 years of experience in the finance industry.

9
Alexander Zaharoff, financial advisor New Canaan CT
Alexander G. Zaharoff
CRD#: 4364151
50 Locust Avenue, New Canaan, CT 06840

Alexander Zaharoff (CRD# 4364151) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 15 years of experience in the finance industry.

10
Joseph Donaldson, financial advisor New Canaan CT
Joseph W. Donaldson
CRD#: 2801717
50 Locust Avenue, New Canaan, CT 06840

Joseph Donaldson (CRD# 2801717) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 27 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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