Unclaimed Profile

Robin Ann Sherwood

HTG INVESTMENT ADVISORS INC·NEW CANAAN, Connecticut

Clean record31 years registeredHTG INVESTMENT ADVISORS INC

50 LOCUST AVENUE, NEW CANAAN, CT 06840CRD# 4693308Firm CRD# 108614

Profile Verification

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

Identity

Robin Ann Sherwood · NEW CANAAN, CT

Registration

CRD #4693308 · HTG INVESTMENT ADVISORS INC · 31 years registered

Brand Profile

Not yet started

Career History

HTG INVESTMENT ADVISORS INC

Oct 2005 – present

WESTBROOK FINANCIAL ADVISERS

Aug 1994 – Dec 2005

WESTFIELD, NJ

Registrations & Exams

Registration record

First registered · August 22, 1994

Years registered · 31

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 Robin Ann Sherwood offer?

Robin Ann Sherwood specializes in Financial Planning, Investment Management. Contact their office in NEW CANAAN, Connecticut for a consultation.

What are Robin Ann Sherwood's credentials?

Robin Ann Sherwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robin Ann Sherwood located?

Robin Ann Sherwood 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 Robin Ann Sherwood charge for services?

Robin Ann Sherwood'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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