Carrie
Sigler
Horizon Advisory Services, Inc
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About this Advisor
Carrie Sigler is a financial advisor working in West Henrietta, New York who has 2 years of industry experience. Sigler is on the advisory team at Horizon Advisory Services, Inc. During their career, the advisor has held roles at The Horizon Group, Cadaret, Grant & Co., Inc, Securities Service Network, Securities America, Inc, Private Client Services and Horizon Advisory Services, Inc. Sigler holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New York. Horizon Advisory Services, Inc is a registered investment firm operating out of West Henrietta, NY. It has $362 million in assets under management between its 1,337 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 1,337 client accounts, 21% are held by high-net-worth individuals who have at least $1 million in assets. The firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically are based on which services are provided. Fees billed by Horizon Advisory Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Carrie Sigler Work History
Carrie has been registered as a financial advisor for 2 years.*
Private Client Services
Horizon Advisory Services, Inc
Securities America, Inc
Securities Service Network
Cadaret, Grant & Co., Inc
The Horizon Group
*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 Carrie Sigler 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
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