Kerry B. Connell
HTG INVESTMENT ADVISORS
New Canaan, CT 06840
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CRD#: 6299882
Professional summary
Kerry Bridget Connell, CFP® is a registered financial advisor currently at HTG INVESTMENT ADVISORS INC located in New Canaan, Connecticut.
Kerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kerry has worked at 1 firm and has passed the Series 65 exam.
Biography
Kerry has an MBA in Finance, Entrepreneurship and Marketing from the Kellogg School of Management, a JD from Northwestern School of Law, and a BA from Tufts University. She received her CERTIFIED FINANCIAL PLANNER™ designation in 2015. Prior to joining HTG in 2014, Kerry represented entrepreneurs, start up companies and venture capital firms as a corporate attorney in the Silicon Valley and New York offices of the global law firm, Wilson Sonsini Goodrich & Rosati, P.C.
When not in the office, Kerry can be found with her family on the water in Newport, RI, playing tennis, traveling, or walking her dog, Taz.
Question & Answer
What are your service offerings?
Education Planning
Budgeting
Investment Planning
Life Transitions
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
College/Education Planning
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
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 Kerry Bridget Connell'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: 2015
Experience
Current
March 17, 2014 - Present
HTG INVESTMENT ADVISORS INC
Office #1: 50 Locust Avenue, New Canaan, CT 06840RIA
CRD#: 108614
New Canaan, CT
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(3/17/2014)
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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