EM
EM

Edward Morrissey

37 Years of Experience
Pittsburgh, PA
2 DisclosuresBrokerSells Insurance

Edward Morrissey is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Pittsburgh, PA, with 37 years of industry experience. Edward 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

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.

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Location

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

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History

Regulatory History (2)
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Customer Dispute
December 2025
Pending
Customer Dispute
August 2009
Denied
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 1 mo
Hornor, Townsend & Kent, LLCBroker
December 2022 - Present · 3 yrs 9 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.