Amanda
Heagerty
Horizon Advisory Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Amanda Heagerty is a financial advisor working in West Henrietta, New York who has 3 years of industry experience. Heagerty is an advisor for Horizon Advisory Services, Inc. Throughout their career, they have worked at Citizens Securities Inc, Citizens Bank, Securities Service Network, Mark Congdon Cfs, Horizon Advisory Services, Inc, Securities America, Inc and Private Client Services. Heagerty has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and New York. Horizon Advisory Services, Inc is a company based in West Henrietta, NY. It controls $362 million in assets across its 1,337 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 1,337 customer accounts, 21% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Horizon Advisory Services, Inc performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which services are provided. However, fee types billed by Horizon Advisory Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Horizon Advisory Services, Inc Brokerage Details
$361,544,541
11
1,337
$270,415
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Amanda Heagerty Work History
Amanda has been registered as a financial advisor for 3 years.*
Private Client Services
Horizon Advisory Services, Inc
Mark Congdon Cfs
Securities America, Inc
Securities Service Network
Citizens Securities Inc
Citizens Bank
Citizens Bank
*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 Amanda Heagerty 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 Horizon Advisory Services, Inc
West Henrietta, NY
West Henrietta, NY
West Henrietta, NY
West Henrietta, NY
West Henrietta, NY
West Henrietta, NY
West Henrietta, NY
West Henrietta, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
