Valerie Connolly
Professional summary
Valerie Connolly, who also goes by Val Connolly, Valerie Hall Connolly, Valerie Anne Hall, is a registered financial advisor currently at HTG INVESTMENT ADVISORS INC located in New Canaan, Connecticut.
Valerie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Valerie has worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Valerie Connolly's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 8, 2011 - Present
HTG INVESTMENT ADVISORS INC
Office #1: 50 Locust Avenue, New Canaan, CT 06840August 31, 2007 - February 11, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 10, 2007 - February 11, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 14, 2000 - August 31, 2001
UST FINANCIAL SERVICES CORP.
February 16, 1998 - January 19, 2000
FIS SECURITIES, INC.
February 27, 1995 - February 13, 1996
SHAWMUT BROKERAGE, INC.
March 28, 1994 - July 15, 1994
CONSECO SECURITIES, INC.
December 15, 1993 - March 28, 1994
SHAWMUT BROKERAGE, INC.
Primary Firm SEC Registration
HTG INVESTMENT ADVISORS INC
CRD#: 108614 / SEC#: 801-55553
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/8/2011)
Exams
Current Firm
HTG INVESTMENT ADVISORS INC
CRD#: 108614 / SEC#: 801-55553
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,411 |
| AUM (Assets Under Management) | $ 968,660,508 |
Red Flags
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