Erick Colon, financial advisor Waltham MA
89 score

Erick Colon

CRD Number: 6231121
Current Firm: Hornor, Townsend & Kent, Inc.

Erick Colon (CRD# 6231121) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Waltham, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Penn Mutual Life Ins Co Horsham, PA Oct 2014 - Current 2
Hornor Townsend & Kent Inc. Horsham, PA Oct 2014 - Current 2
Mc Adam Financial Group Boston, MA Oct 2013 - Oct 2014 1
Ing Financial Partner Boston, MA Aug 2013 - Oct 2014 1
Unemployed Methuen, MA Jun 2013 - Aug 2013 < 1
Peg-the Salter School Malden, MA Feb 2013 - Jun 2013 < 1
Unemployed Fort Lauderdale, FL Nov 2012 - Jan 2013 < 1
Ati Enterprises Miami, FL Mar 2010 - Nov 2012 2
Unemployed Fort Lauderdale, FL Feb 2010 - Mar 2010 < 1
Cip Marketing-adidas Portland, OR Apr 2008 - Feb 2010 1
Whirlaway Sports Center Methuen, MA Jun 1999 - Aug 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Erick G. Colon
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • MA
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
89
Clean Record
This advisor has a clean track record with regulators.

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