EP
EP

Evan Pollack

8 Years of Experience
New York, NY
BrokerSells Insurance

Evan Pollack is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in New York, NY, with 8 years of industry experience. Evan 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

30 Vesey St, 9th Floor, New York, NY, 10007

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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

Evan is an insurance agent for Empire Wealth Strategies and The Gaber Group, focusing on life, accident, health, disability, long-term care, and annuity accounts. He also owns A & E Machines LLC, purchasing heavy machinery for short-term rentals, and is partnering in J3 Wealth Management, focusing on insurance products.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
April 2019 - Present · 7 yrs 1 mo
Hornor, Townsend & Kent, LLCBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Park Avenue Securities LLC
March 2018 - April 2019 · 1 yr 1 mo
Park Avenue Securities LLCBroker
January 2018 - April 2019 · 1 yr 3 mos
State Registrations28 states
AZCACOCTDCFLGAILINKSKYMIMNMOMTNCNJNYOKORPARISDTXUTVAWAWI
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.