Donald
Kwarta
Horizon Advisory Services, Inc
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About this Advisor
Donald Kwarta is a financial advisor working out of West Henrietta, New York with a total of 3 years of industry experience. Kwarta is an employee of Horizon Advisory Services, Inc. The advisor has gained experience at Kodak, Wcsd, Xerox, Mark A Congdon, Ssn Advisory Inc and Horizon Advisory Services, Inc. Kwarta has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Florida and New York. Horizon Advisory Services, Inc is a registered investment firm based in West Henrietta, NY. It oversees $362 million in total assets across its 1,337 client accounts, making it one of the larger firms in the country by assets under management. Of its 1,337 client accounts, 21% belong to high-net-worth clients who have more than $1 million in assets. The firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees vary depending on the type of financial services provided. 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
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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
Donald Kwarta Work History
Donald has been registered as a financial advisor for 3 years.*
Horizon Advisory Services, Inc
Mark A Congdon
Xerox
Ssn Advisory Inc
Wcsd
Kodak
*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 Donald Kwarta 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.
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