Samim Oliveira Syed
Investment adviser representative at Hornor, Townsend & Kent, LLC
10 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
10 years in the industry.
- Hornor, Townsend & Kent, LLCJun 2026 to now
- Digital Wealth PartnersSep 2025 to Jun 2026
- Penn Mutual Life Insurance CompanyJan 2021 to Sep 2025
- Northwestern Mutual Wealth Management CompanyAug 2019 to Jan 2021
- Northwestern Mutual Investment Services, LLCJan 2018 to Jan 2021
- Northwestern Mutual Life Insurance CompanyOct 2017 to Jan 2021
- UnemployedMay 2017 to Oct 2017
- Devere USA IncMay 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, FL).
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
- 6727394
- Firm CRD
- 4031