MC
MC

Mary Cromleigh

14 Years of Experience
Conshohocken, PA
Broker

Mary Cromleigh is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 14 years of industry experience. Mary 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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Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
February 2018 - Present · 8 yrs 5 mos
Hornor, Townsend & Kent, LLCBroker
January 2018 - Present · 8 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - December 2016 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2015 - December 2016 · 1 yr 5 mos
Morgan Stanley
April 2013 - June 2015 · 2 yrs 2 mos
Morgan StanleyBroker
April 2013 - June 2015 · 2 yrs 2 mos
Ing Financial Partners, INC
November 2009 - February 2012 · 2 yrs 3 mos
Ing Financial Partners, INC.Broker
August 2009 - February 2012 · 2 yrs 6 mos
State Registrations1 state
PA
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.
Mary Cromleigh - Financial Advisor | TrueAdvisor