Sonya S Ziolkowski
Investment adviser representative at Htg Investment Advisors Inc
14 yearsExperience
1 stateRegistered in
$1.1BFirm assets
28 yearsFirm in business
Are you Sonya S Ziolkowski? Claim your profile
Contact this firm
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
14 years in the industry.
- Htg Investment Advisors, Inc.Jul 2021 to now
- Sanford C. Bernstein & Co., LLC.Apr 2018 to Jul 2021
- New York Stem Cell FoundationApr 2012 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6946191
- Firm CRD
- 108614