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Devin Conrad Bourque

HT Partners LLC

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About Devin Conrad Bourque

Devin Conrad Bourque is a financial advisor with HT Partners LLC, an investment advisory firm in CENTERBROOK, CT. Devin has been registered with the SEC as an Investment Adviser Representative since August of 2013. Devin holds Series 66 and Series 7 licenses. Devin Conrad Bourque also serves as Director and Vice President of Essex Insurance Group, Inc., 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 has been involved in this business activity since August of 2013. Devin has experience providing financial planning and investment advice to high net worth individuals, corporations, and pension plans. Devin's specialties include financial planning, portfolio management, multifamily office advisory, and financial consulting.

Firm Information

Devin Bourque is currently registered with HT Partners LLC. HT Partners LLC is an investment advisor based in CENTERBROOK, CT. They provide financial planning, portfolio management for businesses and individuals, and other financial consulting services. The firm manages approximately $485.5 million in assets for 419 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
HT Partners LLC

6 MAIN STREET

CENTERBROOK, CT 06409

$485.52M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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multifamily office advisory; financial consulting

Multifamily office advisory; financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Devin Bourque’s Registration & Firm History

CT

08/12/2013 - Present

HT Partners LLC (CENTERBROOK CT)

FL

03/04/2013 - 08/08/2013

LPL FINANCIAL LLC (TAMPA FL)

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Licenses & Designations

BOTH

Issued 03/11/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Devin Conrad Bourque.
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