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Robin Ann Sherwood

HTG Investment Advisors Inc.

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About Robin Ann Sherwood

Robin Ann Sherwood is an Investment Advisor Representative with HTG Investment Advisors Inc. based in New Canaan, CT. Robin is a Certified Financial Planner. Robin has been registered with FINRA since 2005. Robin is also registered with the state of Connecticut. Robin's firm offers a variety of advisory services, including financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Robin Sherwood is currently registered with HTG Investment Advisors Inc.. HTG Investment Advisors Inc. is an investment advisor headquartered in NEW CANAAN, CT. The firm manages approximately $859,803,504 in assets for 1,390 clients. HTG Investment Advisors Inc. provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm also offers selection of other advisors services.
HTG Investment Advisors Inc.

50 LOCUST AVENUE

NEW CANAAN, CT 06840

$859.80M

Assets Under Management

Not reported

Total Clients

12

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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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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Robin Sherwood’s Registration & Firm History

CT

10/07/2005 - Present

HTG Investment Advisors Inc. (NEW CANAAN CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robin Ann Sherwood.
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