Amy Sheinberg
HTG Investment Advisors · New Canaan, Connecticut
Amy Sheinberg is a fee-only financial advisor at HTG Investment Advisors in New Canaan, Connecticut. HTG Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | HTG Investment Advisors |
|---|---|
| Based in | New Canaan, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.11B across 1,446 accounts |
| SEC registration | Investment adviser representative in CT · CRD 1199463 |
| Exams passed | Series 65 (2007) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.htgadvisors.com |
How Amy's firm compares
- HTG Investment Advisors's average account is about $770,000, from its Form ADV (assets managed divided by 1,446 accounts).
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Questions about Amy
Is Amy Sheinberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and HTG Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, HTG Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Amy Sheinberg based?
Amy Sheinberg is based in New Canaan, Connecticut.
Is Amy Sheinberg registered with the SEC?
Yes. Amy Sheinberg is registered as an investment adviser representative in CT (CRD 1199463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HTG Investment Advisors manage?
HTG Investment Advisors reports $1.11B across 1,446 accounts in assets under management.
How do I contact Amy Sheinberg?
Through Amy's website, www.htgadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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