Margaret
Hubbard

Sky Investment Group LLC

CRD#2735383
Investment Advisor
in Hartford, CT

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About this Advisor

Margaret Hubbard is a financial advisor based out of Hartford, Connecticut who has 17 years of relevant experience. Hubbard is an advisor for Sky Investment Group LLC. They have spent their whole career at Sky Investment Group Llc. Hubbard has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut. Sky Investment Group LLC is a firm based out of Hartford, CT. It oversees $683 million in total assets among its 857 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm provides services to eight charities and foundations. Of its 857 customer accounts, 97% are associated with high-net-worth clients who have at least $1 million in assets. The company offers a few services, such as portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules are based on the services. Fee types billed by Sky Investment Group LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

One Financial Plaza Suite 1210
Hartford, CT 06103

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Sky Investment Group LLC Brokerage Details

Total Assets Under Management

$682,647,948

CT Average: $5,297,377,271
Total Number of Employees

9

CT Average: 35
Total Number of Accounts

857

CT Average: 690
Average Account Size

$796,555

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Margaret Hubbard Work History

Margaret has been registered as a financial advisor for 17 years.*

2005 - Present (19 years)

Sky Investment Group LLC

*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 Margaret Hubbard 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 Sky Investment Group LLC

Catherine Mullen
Hartford, CT
John Waterman
Hartford, CT
Richard Pye
Hartford, CT
John Wright
Hartford, CT
Margaret Hubbard
Hartford, CT
Robert Bingham
Hartford, CT
William Newman
Hartford, CT
Jared Soper
Hartford, 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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