Robert
Nathan

Hornor, Townsend & Kent, LLC

CRD#2122371
Investment Advisor
in Peabody, MA

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About this Advisor

Robert Nathan is an advisor based in Peabody, Massachusetts. Currently an advisor at Hornor, Townsend & Kent, LLC, they have accumulated a notable 29 years of professional experience. Nathan holds a Series 63 license, qualifying them as a securities broker. Nathan is registered to work with investors based out of Massachusetts. The advisor has gained experience at Metlife Securities Inc, Metropolitan Life Insurance Company, Mml Investors Services, LLC, Massachusetts Mutual Life Insurance Company, Horner Townsend And Kent and Penn Mtual Life Insurance Company. Hornor, Townsend & Kent, LLC is based out of Peabody, Massachusetts, and operates out of 195 offices in the United States. As a company, Hornor, Townsend & Kent, LLC oversees $2 billion in assets dispersed across 6,490 accounts and employs more than 549 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 2,132 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 19% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Hornor, Townsend & Kent, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

30 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

Disclosures

Yes

Office Location

Peabody, MA

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$1,752,059,723

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

549

MA Average: 41
Total Number of Accounts

6,490

MA Average: 3,342
Average Account Size

$269,963

MA Average: $4,737,880

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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

Robert Nathan Work History

Robert has 30 years of experience.

2018 - Present (2 years)

Horner Townsend And Kent

2018 - Present (2 years)

Penn Mtual Life Insurance Company

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Massachusetts Mutual Life Insurance Company

1990 - 2017 (27 years)

Metlife Securities Inc

1990 - 2016 (26 years)

Metropolitan Life Insurance Company

Disclosures

Robert Nathan has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Hornor, Townsend & Kent, LLC

Thomas Brophy
Tampa, FL
Thomas Minger
Conshohocken, PA
Jigisha Thakor
Edison, NJ
Aaron Wagner
Boise, ID
Kent Thiessen
Tulsa, OK
Ryan Shanley
Conshohocken, PA
Anthony Petruccelli
Wilmington, DE
Kory Johnson
Tampa, FL

This content was compiled from the SEC and FINRA.

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