Donald Weis
Investment adviser representative at Hornor, Townsend & Kent, LLC
20 yearsExperience
2 statesRegistered in
$9BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Hornor, Townsend & Kent, LLCNov 2024 to now
- Cetera Investment Advisers LLCDec 2023 to Oct 2024
- Cetera Investment Services LLCDec 2023 to Oct 2024
- Rhino Financial SolutionsAug 2023 to Dec 2023
- Eagle Registration LLCJun 2015 to Dec 2023
- Nylife SecuritiesApr 2006 to Dec 2023
- New York Life Insurance CompanyMar 2006 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Hornor, Townsend & Kent, LLC
$9BAssets managed
28,369Clients
466Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5112016
- Firm CRD
- 4031