Devin C. Bourque

HT PARTNERS LLC

CENTERBROOK, CT 06409

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CRD#: 6131704

Professional summary

Devin Conrad Bourque, CFP®, who also goes by Devin C Bourque, is a registered financial advisor currently at HT PARTNERS LLC located in Centerbrook, Connecticut.

Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Devin has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Devin C Bourque

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.

Devin Bourque is Director and Vice President of Essex Insurance Group, Inc. ("EIG"), an insurance agency that sells and services insurance products at the request of clients. This business is not investment-related and is located 6 Main Street, Suite 312, Centerbrook, CT. Devin Bourque has been involved in this business activity since August of 2013. He spends approximately 10 hours per month on this business activity with approximately 30 minutes during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Conrad Bourque'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

August 12, 2013 - Present

HT PARTNERS LLC

Office #1: 6 Main Street Suite 312, Centerbrook, CT 06409

RIA

CRD#: 147400

CENTERBROOK, CT

Past

June 25, 2013 - July 30, 2013

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

TAMPA, FL

Past

March 4, 2013 - August 8, 2013

LPL FINANCIAL LLC

CRD#: 6413

TAMPA, FL

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".

HT PARTNERS LLC

CRD#: 147400 / SEC#: 801-69512

RIA

Registered Investment Advisory firm - (9/3/2008 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
(8/12/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/11/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/1/2013

General Securities Representative Examination

Current Firm

HT PARTNERS LLC

CRD#: 147400 / SEC#: 801-69512

RIA

Registered Investment Advisory firm - (9/3/2008 Approved)

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Contact information

Main Address

6 Main Street Suite 312, Centerbrook, CT 06409

Mailing Address

Phone number

(860) 662-4197

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HT PARTNERS PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts	415
AUM (Assets Under Management)	$ 503,406,584

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/01/2025	Cover Page	Report
08/15/2024	Cover Page	Report
07/19/2023	Cover Page	Report

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.

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Devin C. Bourque

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Conrad Bourque's CRS (Customer Relationship Summary).

Certified licenses

Experience

HT PARTNERS LLC

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

Primary Firm SEC Registration

HT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/11/2013

Series 7

Date: 3/1/2013

Current Firm

HT PARTNERS LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HT PARTNERS LLC

TRUST BUT VERIFY

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