Robin A. Sherwood
HTG INVESTMENT ADVISORS
NEW CANAAN, CT 06840
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CRD#: 4693308
Professional summary
Robin Ann Sherwood MS., CFP® is a registered financial advisor currently at HTG INVESTMENT ADVISORS INC located in New Canaan, Connecticut.
Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Robin has worked at 2 firms .
Biography
Robin has an MBA in Finance from the Wharton School at the University of Pennsylvania, and graduated magna cum laude with a BA from Colby College. She received her CERTIFIED FINANCIAL PLANNER™ designation in 1989. Prior to joining HTG in 2005, Robin was a financial advisor with Westbrook Financial Advisors for 15 years. She also worked for five years as a financial manager at Smithkline Beckman. Robin has spoken widely and has conducted financial planning seminars for several major corporations in the tri-state area. She has contributed to articles in Money Magazine, Ladies Home Journal, Fidelity's Stages Magazine, and has appeared on CNN. Robin has hands-on experience with college planning, having two recent college graduates. She volunteers as a budget coach through the United Way. Robin is also an avid tennis player, competing in both USTA and league tennis events.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Education Planning
Retirement Planning
Investment Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
College/Education Planning
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robin Ann Sherwood MS.'s 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®
CFP®
Start date: 1989
Experience
Current
October 7, 2005 - Present
HTG INVESTMENT ADVISORS INC
Office #1: 50 Locust Avenue, New Canaan, CT 06840RIA
CRD#: 108614
NEW CANAAN, CT
Past
August 22, 1994 - December 13, 2005
WESTBROOK FINANCIAL ADVISERS
RIA
CRD#: 126625
WESTFIELD, 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".
HTG INVESTMENT ADVISORS INC
HTG INVESTMENT ADVISORS INC
CRD#: 108614 / SEC#: 801-55553
RIA
Registered Investment Advisory firm - (5/14/1998 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(10/7/2005)
Exams
Current Firm
HTG INVESTMENT ADVISORS INC
HTG INVESTMENT ADVISORS INC
CRD#: 108614 / SEC#: 801-55553
RIA
Registered Investment Advisory firm - (5/14/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
50 Locust Avenue, New Canaan, CT 06840
Mailing Address
Phone number
(203) 972-8262
Established
Firm type
Fiscal year end
# of Employees
14
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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Company Information
HTG INVESTMENT ADVISORS INC
CRD#: 108614New Canaan, CT 06840TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
