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Edward Morrissey

Hornor, Townsend & Kent, LLC
37 Years of Experience
Pittsburgh, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Edward Morrissey is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Pittsburgh, PA, with 37 years of industry experience. Edward 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.

Hornor, Townsend & Kent, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
464 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

381 Mansfield Av, Ste 400, Pittsburgh, PA, 15220

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2025
Pending
Customer Dispute
August 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward is the proprietor/owner of Morrissey Wealth Management Service, a life insurance brokerage, and sells insurance and investment products, including Penn Mutual Life products, dedicating about 10-20% of his time. He also serves as a board member for UPMC Passavant, a charity/religious/foundation, spending minimal time attending meetings and voting.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
August 2023 - Present · 3 yrs 2 mos
Hornor, Townsend & Kent, LLCBroker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
September 2015 - December 2022 · 7 yrs 3 mos
LPL Financial LLC
September 2015 - December 2022 · 7 yrs 3 mos
Waddell & ReedBroker
October 2014 - September 2015 · 11 mos
Waddell & Reed
October 2014 - September 2015 · 11 mos
Princor Financial Services Corporation
September 2013 - October 2014 · 1 yr 1 mo
Princor Financial Services CorporationBroker
August 2013 - October 2014 · 1 yr 2 mos
New England SecuritiesBroker
January 2013 - June 2013 · 5 mos
New England Securities Corporation
January 2013 - May 2013 · 4 mos
Lincoln Financial Advisors Corporation
February 2012 - January 2013 · 11 mos
Lincoln Financial Advisors CorporationBroker
February 2012 - January 2013 · 11 mos
Princor Financial Services Corporation
September 2005 - February 2012 · 6 yrs 5 mos
Princor Financial Services CorporationBroker
April 2002 - February 2012 · 9 yrs 10 mos
Mony Securities CorporationBroker
May 1998 - April 2002 · 3 yrs 11 mos
Pruco Securities CorporationBroker
April 1989 - May 1998 · 9 yrs 1 mo
The Prudential Insurance Company of AmericaBroker
April 1989 - December 1993 · 4 yrs 8 mos
Metlife Securities INC.Broker
September 1988 - March 1989 · 6 mos
Metropolitan Life Insurance CompanyBroker
September 1988 - March 1989 · 6 mos
State Registrations5 states
FLNYOHPAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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