Adam Sherman, financial advisor Conshohocken PA
96 score

Adam Sherman

CRD Number: 1414672
Current Firm: Hornor, Townsend & Kent, Inc.

Adam Sherman (CRD# 1414672) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Conshohocken, PA and has over 30 years of experience in the finance industry. Adam Sherman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hornor Townsend & Kent Inc. Horsham, PA Jul 2016 - Current < 1
Penn Mutual Life Insurance Company Horsham, PA Jul 2016 - Current < 1
Metlife Securities Philadelphia, PA Feb 2011 - Jul 2016 5
Firstrust Financial Advisors Philadelphia, PA Sep 2006 - Jul 2016 9
The Equitable Life Assurance Society Of The United States Philadelphia, PA Jul 1985 - Feb 2011 25
Axa Advisors, LLC Philadelphia, PA Jul 1985 - Feb 2011 25
Progress Financial Resources, LLC Philadelphia, PA Mar 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for Adam T. Sherman
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,000
    MILLIONS
  • Total Number of Accounts
    3,542
    ACCOUNTS
  • Average Account Value
    $282,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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