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Seth D Horwitz

Haverford Financial Services, Inc.

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About Seth D Horwitz

Seth D. Horwitz is a financial advisor with Haverford Financial Services, Inc. based in RADNOR, PA. Seth has been in the financial industry since 2008 and has a wide range of experience in the field. Seth holds the Series 7, Series 63, Series 66 and SIE licenses and is registered to provide investment advice in Pennsylvania. Seth's previous employers include Andover Brokerage, L.L.C. and Worldco, L.L.C.

Firm Information

Seth Horwitz is currently registered with Haverford Financial Services, Inc.. Haverford Financial Services, Inc. is an investment advisor with 25 investment advisory professionals. Located in RADNOR, PA, the firm manages approximately $346,895,270 in regulatory assets under management. The firm offers portfolio management for individuals, businesses, and investment companies. They also provide model portfolios to third parties. The firm serves corporations, individuals, insurance companies, charitable organizations, and investment companies. Haverford Financial Services, Inc. is a registered investment advisor and is required to file Form ADV with the SEC. The firm has been operating since 1990.
Haverford Financial Services, Inc.

THREE RADNOR CORPORATE CENTER

RADNOR, PA 19087-4546

$346.90M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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hfs may provide model portfolios to third parties

Hfs may provide model portfolios to third parties

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Seth Horwitz’s Registration & Firm History

PA

09/02/2011 - Present

Haverford Financial Services, Inc. (RADNOR PA)

NY

07/31/2001 - 10/01/2002

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

NY

02/29/2000 - 08/23/2001

WORLDCO, L.L.C. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/22/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/29/2000

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Seth D Horwitz.
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