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Gregory Herbison

Hornor, Townsend & Kent, LLC
18 Years of Experience
Pittsford, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gregory Herbison is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Pittsford, NY, with 18 years of industry experience. Gregory 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

Pittsford, NY

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History

Regulatory History (1)
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Criminal
September 1997
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
March 2017 - Present · 9 yrs 7 mos
Hornor, Townsend & Kent, LLCBroker
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
Morgan Stanley
September 2013 - November 2015 · 2 yrs 2 mos
Morgan StanleyBroker
August 2013 - November 2015 · 2 yrs 3 mos
Ensemble Financial Services, INC.Broker
November 2011 - April 2013 · 1 yr 5 mos
Hornor, Townsend & Kent, INC.
January 2010 - December 2011 · 1 yr 11 mos
Hornor, Townsend & Kent, INC.Broker
January 2008 - December 2011 · 3 yrs 11 mos
State Registrations5 states
FLNCNYOHVA
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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