Jennifer
Nicasio
Htg Investment Advisors Inc
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About this Advisor
Jennifer Nicasio is a certified financial planner operating out of New Canaan, Connecticut who has 16 years of relevant experience. Nicasio is on the advisory team at Htg Investment Advisors Inc. They have spent the entirety of their employment at Htg Investment Advisors Inc. Nicasio maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Connecticut. Htg Investment Advisors Inc is a registered investment company headquartered in New Canaan, CT. It has $719 million in assets under management across its 1,315 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,315 accounts, 61% are held by high-net-worth clients who have greater than $1 million in investable assets. Htg Investment Advisors Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types billed by Htg Investment Advisors Inc most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Htg Investment Advisors Inc Brokerage Details
$719,238,011
13
1,315
$546,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jennifer Nicasio Work History
Jennifer has been registered as a financial advisor for 16 years.*
Htg Investment Advisors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Nicasio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Htg Investment Advisors Inc
New Canaan, CT
New Canaan, CT
New Canaan, CT
New Canaan, CT
New Canaan, CT
New Canaan, CT
New Canaan, CT
New Canaan, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
