Chad Bonshak, financial advisor Rochester NY
80 score

Chad Bonshak

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Chad J. Bonshak
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

Ready to hire a financial advisor? Get competitive proposals from Chad Bonshak and other advisors.
BADGES
80

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