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William Henry Newman

SKY INVESTMENT GROUP LLC·HARTFORD, Connecticut
Series 65Clean record21 years registeredSKY INVESTMENT GROUP LLC
ONE FINANCIAL PLAZA, HARTFORD, CT 06103CRD# 4903870Firm CRD# 134001

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Henry Newman · HARTFORD, CT
Registration
CRD #4903870 · SKY INVESTMENT GROUP LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

SKY INVESTMENT GROUP LLC
Mar 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 8, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SKY INVESTMENT GROUP LLC
CRD 134001 · SEC 801-63875
AUM
$765M
Regulatory assets under management
Employees
10
876 client accounts
Services offered by SKY INVESTMENT GROUP LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SKY INVESTMENT GROUP LLC →
Introduction

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05

Frequently Asked Questions

What services does William Henry Newman offer?
William Henry Newman specializes in Investment Management, Fee-Only Advisory. Contact their office in HARTFORD, Connecticut for a consultation.
What are William Henry Newman's credentials?
William Henry Newman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Henry Newman located?
William Henry Newman is based in HARTFORD, Connecticut, working with SKY INVESTMENT GROUP LLC. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.
How does William Henry Newman charge for services?
William Henry Newman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SKY INVESTMENT GROUP LLC?
SKY INVESTMENT GROUP LLC has approximately 10 employees and manages $765M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SKY INVESTMENT GROUP LLC

John Pardee Wright
HARTFORD, CT
Robert James Bingham
HARTFORD, CT

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