Shannon Rose Vizza
Investment adviser representative at Htg Investment Advisors Inc
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Htg Investment Advisors Inc.Jan 2018 to now
- Mackey and GuascoJun 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CT).
Htg Investment Advisors Inc
$1.1BAssets managed
377Clients
12Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2535927
- Firm CRD
- 108614