David
O Connell

Hornor, Townsend & Kent, LLC

CRD#2182848
Investment Advisor
in New York, NY

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About this Advisor

David O Connell is a financial advisor based in New York, New York, working with Hornor, Townsend & Kent, LLC. David has previously held positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, David is part of Hornor, Townsend & Kent, LLC, which operates out of New York, New York. 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 63, Series 65

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

2 Park Ave Suite 300
New York, NY 10016

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

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

456

NY Average: 41
Total Number of Accounts

30,467

NY Average: 3,342
Average Account Size

$225,288

NY 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

David O Connell Work History

2010 - Present (14 years)

Hornor Townsend & Kent Inc

2010 - Present (14 years)

Penn Mutual Life Insurance Co

Disclosures

Please visit the SEC profile of David O Connell 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
Richard Weinstein
Doylestown, PA
Jeremiah Kennedy
Horsham, PA
Stephan Davis
Nashville, TN
Michael Clayton
Akron, OH
Anthony Lippis
Glen Rock, NJ
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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