Adam Sherman
Adam Sherman is a CFP, ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Boca Raton, FL, with 40 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
2600 North Military Trail, Suite 420, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an agent for multiple insurance brokerages, including 1847 Financial, 1847 Private Client Group, and Lion Street, focusing on sales and service of life, accident, health/DI/LTC, and annuity accounts, taking nearly full-time. He also serves as a board member for Green Valley Country Club and Philadelphia Youth Basketball, and is a director for the Boca Raton Estate Planning Council and an adjunct faculty member at Florida Atlantic University.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities, INCBroker
Firstrust Financial Advisors
AXA Advisors, LLC
Progress Financial Advisors
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Anthony D'angeloHornor, Townsend & Kent, LLC
- Bashar BarazHornor, Townsend & Kent, LLC
- David KiniryHornor, Townsend & Kent, LLC
- Michael Rosenzweig, ChFCHornor, Townsend & Kent, LLC
- Mitchell Rubin, CFPHornor, Townsend & Kent, LLC
- Nicole Carlon, CFPMutual Advisors, LLC