Brian
Callery

Hornor, Townsend & Kent, LLC

CRD#1322439
Investment Advisor
in Canton, MA

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About this Advisor

Brian Callery is a financial advisor based in Canton, Massachusetts who has 16 years of relevant experience. Callery is an advisor for Hornor, Townsend & Kent, LLC. Throughout their career, Callery has worked at The Penn Mutual Life Ins Co and Hornor Townsend & Kent Inc. Callery has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Hornor, Townsend & Kent, LLC is a registered investment firm operating out of Horsham, PA. The investment advisory business has offices in 172 locations and a total of 471 employees. It oversees $7 billion in assets between its 27,773 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 21 charities and foundations. Of its 27,773 accounts, just 14% belong to high-net-worth individuals who have more than $1 million in assets. The business provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on the type of financial services offered. However, fee types charged by Hornor, Townsend & Kent, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1803 Washington St
Canton, MA 02021

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$7,114,905,281

MA Average: $15,833,994,310
Total Number of Employees

471

MA Average: 41
Total Number of Accounts

27,773

MA Average: 3,342
Average Account Size

$256,181

MA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Brian Callery Work History

Brian has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

The Penn Mutual Life Ins Co

2007 - Present (17 years)

Hornor Townsend & Kent Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Callery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hornor, Townsend & Kent, LLC

Gabriel Vasquez
Miami, FL
Michele Burkholder
Conshohocken, PA
Christopher Buford
Pearland, TX
Zeeshan Ali
Addison, TX
Carlos Suarez
Miami, FL
Michael Mines
New York, NY
Christopher Devito
New York, NY
Erick Colon
Wakefield, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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