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Shannon Rose Vizza

HTG Investment Advisors Inc.

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About Shannon Rose Vizza

Shannon Rose Vizza is an investment advisor representative associated with HTG Investment Advisors Inc., a firm based in New Canaan, CT. Shannon Rose Vizza is registered with the state of Connecticut and has been in the industry since 1994. Shannon Rose Vizza has passed the Series 7, Series 31, and Series 63 exams. Prior to working with HTG Investment Advisors Inc., Shannon Rose Vizza worked at DEAN WITTER REYNOLDS INC. in PURCHASE, NY. Shannon Rose Vizza's practice focuses on working with high-net-worth individuals, individuals, and pension and profit sharing plans.

Firm Information

Shannon Vizza 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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Shannon Vizza’s Registration & Firm History

CT

06/01/2018 - Present

HTG Investment Advisors Inc. (New Canaan CT)

NY

10/17/1994 - 06/14/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 06/01/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/1994

Series 31 - Futures Managed Funds Examination

BC

Issued 10/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shannon Rose Vizza.
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