Joseph Wilkins Donaldson
Investment adviser representative at Htg Investment Advisors Inc
18 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
18 years in the industry.
- Htg Investment Advisors, Inc.Aug 2022 to now
- Forsyth Capital LLCApr 2021 to Aug 2022
- Mcclain Value ManagementApr 2021 to Aug 2022
- Mcclain Value ManagementMar 2008 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2020
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
- 2801717
- Firm CRD
- 108614