Valerie
Connolly
Htg Investment Advisors Inc
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About this Advisor
Valerie Connolly is a chartered financial analyst based out of New Canaan, Connecticut who has 12 years of relevant experience. Connolly currently works for Htg Investment Advisors Inc. They have spent all of their career at Htg Investment Advisors Inc. Connolly has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to operate in Connecticut. Htg Investment Advisors Inc is a registered investment firm headquartered in New Canaan, CT. It oversees $719 million in assets under management between its 1,315 accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 1,315 accounts, 61% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Htg Investment Advisors Inc performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. However, fee types charged by Htg Investment Advisors Inc most likely include 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
Valerie Connolly Work History
Valerie has been registered as a financial advisor for 12 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 Valerie Connolly 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
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