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Scott Strawser

21 Years of Experience
Conshohocken, PA
BrokerSells Insurance

Scott Strawser is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 21 years of industry experience. Scott 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

161 Washington St, Suite 1111, Conshohocken, PA, 19428

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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

Scott is a regional field office administrator for Penn Mutual Life Insurance Company since 2007, dedicating about a quarter of his time, including during securities trading hours. Since 2011, he also engages in insurance sales and service for multiple carriers, including Penn Mutual, spending a few hours per week.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
May 2007 - Present · 19 yrs
Hornor, Townsend & Kent, LLC
May 2007 - Present · 19 yrs
Hornor, Townsend & Kent, LLCBroker
May 2007 - Present · 19 yrs
Previous Registrations
Natcity Investments, INC.
June 2006 - April 2007 · 10 mos
Natcity Investments, INC.Broker
June 2006 - April 2007 · 10 mos
Pruco Securities, LLC.Broker
September 2004 - January 2006 · 1 yr 4 mos
Fort Washington Brokerage Services, INC.Broker
August 2004 - September 2004 · 1 mo
State Registrations1 state
OH
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.