Kyle Carrocino, financial advisor Edison NJ
93 score

Kyle Carrocino

CRD Number: 5914425
Current Firm: Hornor, Townsend & Kent, Inc.

Kyle Carrocino (CRD# 5914425) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Edison, NJ and has over 5 years of experience in the finance industry. Kyle Carrocino 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 Sep 2013 - Current 3
Penn Mutual Life Ins Co Horsham, PA Sep 2013 - Current 3
Axa Advisors LLC New York, NY Nov 2011 - Sep 2013 1
Unemployed Edison, NJ Aug 2010 - Nov 2011 1
Univ Of Las Vegas, Nv Las Vegas, NV Jan 2007 - Aug 2010 3
Unemployed Edison, NJ May 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Kyle Carrocino
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • NJ
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
93
Clean Record
This advisor has a clean track record with regulators.

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