Rosario Lenzo
Rosario Lenzo is a CFP, ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Melville, NY, with 39 years of industry experience. Rosario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
445 Broadhollow Rd, Melville, NY, 11747
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Regulatory History (1)
Customer Dispute
October 2006Other Business ActivitiesSells Insurance
Rosario is an insurance agent/broker doing insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company, since 2012, taking nearly full-time. Rosario is also an agent at Lenzo Wealth Management, providing investment advisory and insurance planning, taking more than full-time.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations11 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.