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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Donaldson is an investment advisor representative associated with HTG Investment Advisors Inc. located in New Canaan, CT. He has been in the industry since 1996. Joseph has Series 63, Series 65, and Series 7 licenses. His previous employment included First Manhattan Co and Lehman Brothers Inc. Joseph Donaldson specializes in portfolio management for individuals and businesses as well as financial planning and selecting other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
08/17/2022 - Present
HTG Investment Advisors Inc. (NEW CANAAN CT)
NY
03/23/1999 - 10/22/2001
FIRST MANHATTAN CO (NEW YORK NY)
NY
10/24/1996 - 03/06/1998
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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