Matthew
Mcnelis

Hornor, Townsend & Kent, LLC

CRD#4167363
Investment Advisor
in Edison, NJ

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About this Advisor

Matthew Mcnelis is a financial advisor based in Edison, New Jersey, working with Hornor, Townsend & Kent, LLC. Matthew has previously held positions at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Axa Advisors, LLC, and Fiserv Inc. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Georgia and New Jersey. Currently, Matthew is part of Hornor, Townsend & Kent, LLC, which operates out of Edison, New Jersey. The firm has 160 offices and 456 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Hornor, Townsend & Kent, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

Suite 21 110 Fieldcrest Ave
Edison, NJ 08837

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

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

456

NJ Average: 41
Total Number of Accounts

30,467

NJ Average: 3,342
Average Account Size

$225,288

NJ 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

Matthew Mcnelis Work History

2019 - Present (5 years)

Hornor Townsend & Kent LLC

2019 - Present (5 years)

Penn Mutual Life Insurance Company

2015 - 2019 (4 years)

Axa Advisors, LLC

2008 - 2015 (7 years)

Fiserv Inc

Disclosures

Please visit the SEC profile of Matthew Mcnelis 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

Amy Crookshank
North Haven, CT
Jon Maitz
Conshohocken, PA
Jeffrey Zavila
Horsham, PA
Stephan Davis
Nashville, TN
Richard Galzarano
Columbus, OH
Jeremiah Kennedy
Horsham, PA
Jason Delcollo
Wilmington, DE
Kofi Thompson
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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