Gregory Herbison
Gregory Herbison is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Pittsford, NY, with 17 years of industry experience. Gregory 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Pittsford, NY
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Regulatory History (1)
Criminal
September 1997Other Business ActivitiesSells Insurance
Gregory works as an insurance agent for 21st Century Financial, spending about a quarter to about half of his time on insurance sales and service. He also works as an adjunct professor at St. John Fisher College, a testing center administrator, and a substitute teacher for Pittsford NY Schools, dedicating about 10-20% of his time to each of these roles.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Ensemble Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations5 states
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.