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Htg Investment Advisors Inc. financial advisors in New Canaan, CT
Every SEC-registered investment adviser representative at a Htg Investment Advisors Inc. office in New Canaan, A to Z.
The short answer
12 registered advisors work at Htg Investment Advisors Inc. in New Canaan, out of 12 at the firm nationwide; it ranks number 2 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Htg Investment Advisors Inc. advisors in New Canaan, A to Z
Every Htg Investment Advisors Inc. advisor →- Kerry B. ConnellCertified Financial Planner
- Allison P. DonaldsonCertified Financial Planner
- Joseph W. DonaldsonInvestment adviser rep
- Travis L. HoodPersonal Financial Specialist
- Jennifer H. HuntCertified Financial Planner
- Elisabeth L. PodhaskieInvestment adviser rep
- Jeannie M. RubsamInvestment adviser rep
- Amy G. SheinbergInvestment adviser rep
- Robin A. SherwoodCertified Financial Planner
- Shannon R. VizzaInvestment adviser rep
- Alexander G. ZaharoffChartered Financial Analyst
- Sonya S. ZiolkowskiInvestment adviser rep
Htg Investment Advisors Inc. advisors in every city and state →Htg Investment Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Htg Investment Advisors Inc. advisors in other cities
Other firms in New Canaan
All New Canaan advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Gilman Hill Asset Management, LLC 5J.P. Morgan Securities LLC 4
Questions
How many financial advisors does Htg Investment Advisors Inc. have in New Canaan?
12 investment adviser representatives are registered at Htg Investment Advisors Inc. offices in New Canaan, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Htg Investment Advisors Inc. one of the largest advisor employers in New Canaan?
Htg Investment Advisors Inc. ranks number 2 in New Canaan by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 23.
How do I check a Htg Investment Advisors Inc. advisor in New Canaan?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Htg Investment Advisors Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.