AN
AN

Azeez Namazi

29 Years of Experience
Edison, NJ
1 DisclosureBrokerSells Insurance

Azeez Namazi is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Edison, NJ, with 29 years of industry experience. Azeez 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.

Loading...

Location

110 Fieldcrest Ave, Suite 20, Edison, NJ, 08837

Get directions

History

Regulatory History (1)
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
September 2025
Denied
Other Business ActivitiesSells Insurance

Azeez works as an insurance sales and service provider and wealth management advisor for Primary Financial since 2012 and 1847Financial since 2024, dedicating about a quarter of his time to each. He sells insurance for multiple carriers, including Penn Mutual Life Insurance Company.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
February 2012 - Present · 14 yrs 3 mos
Hornor, Townsend & Kent, LLCBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
February 2007 - January 2012 · 4 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
August 2002 - January 2012 · 9 yrs 5 mos
Chase Investment Services CORP.Broker
June 1998 - May 1999 · 11 mos
Metropolitan Life Insurance CompanyBroker
February 1994 - June 1998 · 4 yrs 4 mos
Metlife Securities INC.Broker
February 1994 - June 1998 · 4 yrs 4 mos
Pruco Securities CorporationBroker
July 1993 - September 1993 · 2 mos
State Registrations10 states
CAFLILMDMINJNYPATXVA
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.
Azeez Namazi - Financial Advisor | TrueAdvisor