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Allison Pykett Donaldson

Htg Investment Advisors Inc

New Canaan, CT

CRD 2209598

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Employer firm

Htg Investment Advisors Inc CRD 108614

$1.11B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Htg Investment Advisors Inc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2014-03-28
  • CT RA
    APPROVED
    Since 2014-03-28

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
Htg Investment Advisors New Canaan CT 08/2013 Present
  • 08/2013 → Present
    Htg Investment Advisors
    New Canaan, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-28
S63 Uniform Securities Agent State Law Examination 1993-02-18
  • S65 Uniform Investment Adviser Law Examination
    2014-03-28
  • S63 Uniform Securities Agent State Law Examination
    1993-02-18
Designations
  • Certified Financial Planner
Other Names
  • Allison Jean Pykett
  • Alison Jean Pykett

View on SEC IAPD

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