Donald
Kwarta
Horizon Financial
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About this Advisor
Donald Kwarta is a financial advisor based in West Henrietta, New York, working with Horizon Financial. Donald has previously held positions at Kodak, Wcsd, Xerox, Mark A Congdon, Ssn Advisory Inc, and Horizon Advisory Services, Inc. Donald has passed the Series 65 regulatory exam and is registered to provide services in Florida and New York. Currently, Donald is part of Horizon Financial, which operates out of West Henrietta, New York. The firm has 11 employees and manages assets totaling $422.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Horizon Financial includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Horizon Financial Brokerage Details
$422,810,005
11
1,460
$289,596
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Donald Kwarta Work History
Horizon Advisory Services, Inc
Mark A Congdon
Xerox
Ssn Advisory Inc
Wcsd
Kodak
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 Financial
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 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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