MC
CFP
MC
CFP

Melanie Colusci

27 Years of Experience
Pittsburgh, PA
2 DisclosuresBrokerSells Insurance

Melanie Colusci is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Pittsburgh, PA, with 27 years of industry experience. Melanie 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)
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
April 2019
Denied
Customer Dispute
February 2008
Closed-No Action
Other Business ActivitiesSells Insurance

Melanie is an insurance agent for multiple brokerages, including 21st Century Financial, CSC Financial Strategies, Rossetti Financial, and Bridger Financial Group, spending a significant amount of time on insurance sales and financial planning. She also owns Strategic Alliance Systems LLC for payroll, writes books and does speaking engagements, offers accountability services through From Startup to Success LLC, and owns rental property.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
March 2010 - Present · 16 yrs 2 mos
Hornor, Townsend & Kent, LLCBroker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Park Avenue Securities LLC
March 2008 - March 2010 · 2 yrs
Park Avenue Securities LLCBroker
March 2008 - March 2010 · 2 yrs
Davidson Investment Advisors, INC.
January 2003 - November 2004 · 1 yr 10 mos
Davidson Investment Advisors, INC.
June 2002 - November 2002 · 5 mos
D.A. Davidson & CO.
April 2002 - February 2008 · 5 yrs 10 mos
D.A. Davidson & CO.Broker
May 1998 - February 2008 · 9 yrs 9 mos
State Registrations20 states
ALDCFLGAILMDMIMOMTNCNJNVNYOHOKORPASCTNWV
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.
Melanie Colusci - Financial Advisor | TrueAdvisor