Chad BonshakCRD Number: 4462339
Current Firm: Hornor, Townsend & Kent, Inc.
Chad Bonshak (CRD# 4462339) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Rochester, NY and has over 4 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Hornor, Townsend & Kent, Inc.||Horsham, PA||Oct 2012 - Current||4|
|Penn Mutual Life Insurance Company||Horsham, PA||Oct 2012 - Current||4|
|Unemployed||Canandaigua, NY||May 2012 - Sep 2012||< 1|
|Arc Of Yates||Penn Yan, NY||May 2010 - May 2012||2|
|Ashford Advisors||Pittsford, NY||Jun 2008 - May 2010||1|
|Conlon & Company||Rochester, NY||Feb 2008 - Jun 2008||< 1|
|Heimlantz, Pc||Annapolis, MD||Jan 2007 - Feb 2008||1|
|Bank Of America||Baltimore, MD||Sep 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,000MILLIONS
Total Number of Accounts3,542ACCOUNTS
Average Account Value$282,463
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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