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Anthony D'angelo

18 Years of Experience
Boca Raton, FL
3 DisclosuresBrokerSells Insurance

Anthony D'angelo is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Boca Raton, FL, with 18 years of industry experience. Anthony 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.

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
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Location

2600 North Military Trail, Suite 420, Boca Raton, FL, 33431

Get directions

History

Regulatory History (3)
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
May 2018
Denied
Customer Dispute
January 2018
Denied
Customer Dispute
August 2017
Denied
Other Business ActivitiesSells Insurance

Anthony works as an agent for 1847Financial and as a proprietor/owner for Aurelius Legacy Partners, both involving insurance sales and service, taking nearly full-time hours. He also serves as an independent contractor and board member for Asset-Map Holdings, Inc., dedicating minimal time to these roles.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
April 2023 - Present · 3 yrs 6 mos
Hornor, Townsend & Kent, LLCBroker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
The Leaders Group, INC.Broker
November 2021 - April 2023 · 1 yr 5 mos
Tlg Advisors, INC.
September 2021 - April 2023 · 1 yr 7 mos
M Holdings Securities, INC.
February 2021 - July 2021 · 5 mos
M Holdings Securities, INC.Broker
February 2021 - July 2021 · 5 mos
Equitable Advisors, LLC
June 2008 - September 2020 · 12 yrs 3 mos
Equitable Advisors, LLCBroker
October 2007 - September 2020 · 12 yrs 11 mos
State Registrations20 states
CACODCFLGAILINKYMAMDMNNCNJNYORPASCTXVAWA
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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