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MH

Margaret W. Hubbard

SKY INVESTMENT GROUP
Hartford, CT 06103
Some features on this profile are disabled
CRD#: 2735383
MH

Professional summary

Margaret Witherell Hubbard, who also goes by Margaret Witherell, is a registered financial advisor currently at SKY INVESTMENT GROUP LLC located in Hartford, Connecticut.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Margaret has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Margaret Witherell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Witherell Hubbard's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 5, 2006 - Present

SKY INVESTMENT GROUP LLC

Office #1: One Financial Plaza Suite 1210, Hartford, CT 06103
RIA
CRD#: 134001
Hartford, CT
Past

December 4, 2001 - March 14, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SKY INVESTMENT GROUP LLC
SKY INVESTMENT GROUP LLC

CRD#: 134001 / SEC#: 801-63875

RIA
Registered Investment Advisory firm - (2/18/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(10/5/2006)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/5/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/29/2001
General Securities Representative Examination

Current Firm

SI
SKY INVESTMENT GROUP LLC
SKY INVESTMENT GROUP LLC

CRD#: 134001 / SEC#: 801-63875

RIA
Registered Investment Advisory firm - (2/18/2005 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
One Financial Plaza Suite 1210, Hartford, CT 06103
Mailing Address
Phone number
(860) 761-9700
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

09-25-2025 (9/24/2025)

Regulatory assets under management

Total Number of Accounts932
AUM (Assets Under Management)$ 850,858,338

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SKY INVESTMENT GROUP LLC

CRD#: 134001Hartford, CT 06103

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