Unclaimed Profile

Allison Pykett Donaldson

HTG INVESTMENT ADVISORS INC·NEW CANAAN, Connecticut

Series 7, Series 63, Series 65Clean record12 years registeredHTG INVESTMENT ADVISORS INC

50 LOCUST AVENUE, NEW CANAAN, CT 06840CRD# 2209598Firm CRD# 108614

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allison Pykett Donaldson · NEW CANAAN, CT

Registration

CRD #2209598 · HTG INVESTMENT ADVISORS INC · 12 years registered

Brand Profile

Not yet started

Career History

HTG INVESTMENT ADVISORS INC

Mar 2014 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 28, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HTG INVESTMENT ADVISORS INC

CRD 108614 · SEC 801-55553

AUM

$860M

Regulatory assets under management

Employees

1,390 client accounts

Services offered by HTG INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HTG INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Allison Pykett Donaldson offer?

Allison Pykett Donaldson specializes in Financial Planning, Investment Management. Contact their office in NEW CANAAN, Connecticut for a consultation.

What are Allison Pykett Donaldson's credentials?

Allison Pykett Donaldson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allison Pykett Donaldson located?

Allison Pykett Donaldson is based in NEW CANAAN, Connecticut, working with HTG INVESTMENT ADVISORS INC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.

How does Allison Pykett Donaldson charge for services?

Allison Pykett Donaldson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HTG INVESTMENT ADVISORS INC?

HTG INVESTMENT ADVISORS INC has approximately 13 employees and manages $860M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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