Timothy
Hammond

Horizon Advisory Services, Inc

CRD#2408313
Investment Advisor
in West Henrietta, NY

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About this Advisor

Timothy Hammond is a financial advisor operating in West Henrietta, New York with a total of 4 years of relevant experience. Hammond is an employee of Horizon Advisory Services, Inc. Their career trajectory has included roles at Securities Service Network, Inc, Ssn Advisory, Inc, Horizon Advisory Services, Inc, Securities America, Inc, Private Client Services, Cadaret, Grant & Co., Inc and The Horizon Group (Mark Congdon Cfs, Inc). Hammond holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida, New York, North Carolina, Pennsylvania, South Carolina and Texas. Horizon Advisory Services, Inc is a financial advisory firm that has its headquarters in West Henrietta, NY. It manages $362 million in total assets across its 1,337 customer accounts, making it one of the bigger financial advisory firms in the nation 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 available to invest. The company provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically are based on which services the firm provides the client. However, fee types billed by Horizon Advisory Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5582 West Henrietta Road
West Henrietta, NY 14586

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Horizon Advisory Services, Inc Brokerage Details

Total Assets Under Management

$361,544,541

NY Average: $7,464,549,021
Total Number of Employees

11

NY Average: 88
Total Number of Accounts

1,337

NY Average: 3,892
Average Account Size

$270,415

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Timothy Hammond Work History

Timothy has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Private Client Services

2019 - Present (5 years)

Horizon Advisory Services, Inc

1996 - Present (28 years)

The Horizon Group (Mark Congdon Cfs, Inc)

2020 - 2020 (< 1 year)

Securities America, Inc

2018 - 2020 (2 years)

Ssn Advisory, Inc

2015 - 2020 (5 years)

Securities Service Network, Inc

1996 - 2015 (19 years)

Cadaret, Grant & Co., Inc

*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 Timothy Hammond 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

Michael Congdon
West Henrietta, NY
Jonathan Blazick
West Henrietta, NY
Kenneth Blazick
West Henrietta, NY
Ava Bligh
West Henrietta, NY
Brian Novellin
West Henrietta, NY
Benjamin Chappell
West Henrietta, NY
Amanda Heagerty
West Henrietta, NY
Carrie Sigler
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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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.

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