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Simon Weinstock

Hornor, Townsend & Kent, LLC

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About Simon Weinstock

Simon Weinstock is a registered investment advisor representative with Hornor, Townsend & Kent, LLC. Simon has been in the financial services industry since January 2006. Simon has experience in insurance brokerage, real estate, and personal care. Simon holds a Series 63, Series 65, Series 7TO and SIE license. Simon is registered in the state of New York.

Firm Information

Simon Weinstock is currently registered with Hornor, Townsend & Kent, LLC. Hornor, Townsend & Kent, LLC is a Limited Liability Company formed in March 1969, headquartered in Conshohocken, Pennsylvania. The firm provides a range of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. They have over 400 licensed agents and registered representatives serving clients in all 50 states. Their regulatory assets under management are approximately $6.86 billion, primarily derived from high-net-worth individuals, corporations, pension plans, and individuals other than high-net-worth.
Hornor, Townsend & Kent, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$6.86B

Assets Under Management

Not reported

Total Clients

688

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Trail commissions, distribution assistance fees

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Simon Weinstock’s Registration & Firm History

NY

08/13/2024 - Present

Hornor, Townsend & Kent, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/31/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/30/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Simon Weinstock.
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