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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry Newman is an investment advisor representative who has been registered with the state of Connecticut since 2005. William is affiliated with SKY Investment Group LLC, a firm based in Hartford, Connecticut. William specializes in providing investment advice to charitable organizations, high net worth individuals, and pension and profit-sharing plans. William has been with SKY Investment Group LLC since October 2004. The firm's services include portfolio management for individuals and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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CT
03/08/2005 - Present
SKY Investment Group LLC (HARTFORD CT)
IA
Issued 11/03/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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