Craig
Rossetti

Hornor, Townsend & Kent, LLC

CRD#3086453
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Craig Rossetti is a financial advisor based in Pittsburgh, Pennsylvania, working with Hornor, Townsend & Kent, LLC. Craig has previously held positions at Rossetti Tax + Accounting, Hornor Townsend & Kent Inc, and Penn Mutual Life Ins Co. Craig has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Craig is part of Hornor, Townsend & Kent, LLC, which operates out of Pittsburgh, Pennsylvania. 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, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

300 Mt Lebanon Blvd, Ste 203
Pittsburgh, PA 15234

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

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

456

PA Average: 41
Total Number of Accounts

30,467

PA Average: 3,342
Average Account Size

$225,288

PA 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

Craig Rossetti Work History

2009 - Present (15 years)

Hornor Townsend & Kent Inc

2009 - Present (15 years)

Penn Mutual Life Ins Co

1997 - Present (27 years)

Rossetti Tax + Accounting

Disclosures

Please visit the SEC profile of Craig Rossetti 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

Anthony Lippis
Glen Rock, NJ
Amy Crookshank
North Haven, CT
Michael Clayton
Akron, OH
Stephan Davis
Nashville, TN
Jeremiah Kennedy
Horsham, PA
Eric Rhoads
Horsham, PA
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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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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