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John Tyler Waterman

SKY Investment Group LLC

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About John Tyler Waterman

John Tyler Waterman is an investment advisor representative at Sky Investment Group LLC. John has been with Sky Investment Group LLC since October 2011 and is registered with the state of Connecticut. John specializes in providing portfolio management services for both individuals and pension plans. John has been in the industry for over 10 years and holds the Series 65 license.

Firm Information

John Waterman is currently registered with SKY Investment Group LLC. SKY Investment Group LLC is an investment advisor based in HARTFORD, CT, United States. The firm provides portfolio management for individuals and pension consulting services. SKY Investment Group LLC manages over $765 million in assets for 876 accounts. The majority of the firm's clients are high net worth individuals, charitable organizations, and pension and profit-sharing plans. The firm's website can be found at HTTP://WWW.SKYIG.COM and https://www.linkedin.com/in/robert-bingham-9020b3199/. The firm has 8 investment adviser representatives.
SKY Investment Group LLC

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$765.26M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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John Waterman’s Registration & Firm History

CT

10/07/2013 - Present

SKY Investment Group LLC (HARTFORD CT)

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Licenses & Designations

IA

Issued 08/04/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Tyler Waterman.
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