Xin Sherry Chen
Investment adviser representative at Hornor, Townsend & Kent, LLC
25 yearsExperience
1 stateRegistered 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
25 years in the industry.
- Hornor, Townsend & Kent, LLCAug 2026 to now
- Radnor High SchoolAug 2025 to now
- Sky Queen Investments, LLCDec 2024 to now
- Transglobal Holding CompanyFeb 2024 to now
- World Financial GroupOct 2010 to now
- Bloom EnergyJun 2022 to Jun 2023
- Air Products and ChemicalsFeb 2001 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6112281
- Firm CRD
- 4031