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Joseph Wilkins Donaldson

Htg Investment Advisors Inc

New Canaan, CT

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Current Employers
Htg Investment Advisors Inc

50 Locust Avenue, New Canaan, CT 06840 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-08-17
  • CT RA
    APPROVED
    Since 2022-08-17

Branch Locations

50 Locust Avenue, New Canaan, CT 06840 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcclain Value Management New Canaan CT 03/2008 03/2021
Forsyth Capital Llc New Canaan CT 04/2021 08/2022
Mcclain Value Management New Canaan CT 04/2021 08/2022
Htg Investment Advisors, Inc. New Canaan CT 08/2022 Present
  • 03/2008 → 03/2021
    Mcclain Value Management
    New Canaan, CT
  • 04/2021 → 08/2022
    Forsyth Capital Llc
    New Canaan, CT
  • 04/2021 → 08/2022
    Mcclain Value Management
    New Canaan, CT
  • 08/2022 → Present
    Htg Investment Advisors, Inc.
    New Canaan, CT
Previous Registrations
  • 2021-02-11 → 2022-09-02
    Forsyth Capital Llc
    New Canaan, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-17
S63 Uniform Securities Agent State Law Examination 1996-10-18
  • S65 Uniform Investment Adviser Law Examination
    2020-08-17
  • S63 Uniform Securities Agent State Law Examination
    1996-10-18

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NEW CANAAN, CT
CITIGROUP GLOBAL MARKETS INC. · New Canaan, CT
MONECO ADVISORS · New Canaan, CT
LPL FINANCIAL LLC · NEW CANAAN, CT
NPLP MANAGEMENT · NEW CANAAN, CT
J.H. WHITNEY CAPITAL PARTNERS, LLC · NEW CANAAN, CT
CETERA INVESTMENT ADVISERS LLC · New Canaan, CT
ALEXANDER CAPITAL ADVISORS, LLC · NEW CANAAN, CT

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