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CR
CFP · ChFC
CR
CFP · ChFC

Craig Rossetti

Hornor, Townsend & Kent, LLC
28 Years of Experience
Pittsburgh, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Craig Rossetti is a CFP, ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Pittsburgh, PA, with 28 years of industry experience. Craig 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

300 Mt Lebanon Blvd, Ste 203, Pittsburgh, PA, 15234

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Craig is an agent/financial advisor selling various insurance products for multiple carriers, dedicating nearly full-time hours to this. He also provides marketing services to financial advisors, works as an accountant, manages rental properties, serves on a non-profit board, and works as a tax preparer.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
August 2009 - Present · 17 yrs 2 mos
Hornor, Townsend & Kent, LLCBroker
August 2009 - Present · 17 yrs 2 mos
Previous Registrations
New England Securities Corporation
February 2008 - September 2009 · 1 yr 7 mos
New England SecuritiesBroker
February 2004 - September 2009 · 5 yrs 7 mos
H.D. Vest Investment ServicesBroker
August 1998 - March 2004 · 5 yrs 7 mos
State Registrations10 states
FLMDNCNJNVOHPASCVAWV
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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