Donald Kwarta (CRD# 6804491) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 6 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horizon Advisory Services, Inc. | West Henrietta, NY | Sep 2019 - Current | 4 |
| Mark A Congdon | Henrietta, NY | Jun 2017 - Current | 6 |
| Ssn Advisory Inc. | Henrietta, NY | Jul 2017 - Sep 2020 | 3 |
| Xerox | Rochester, NY | Jan 2017 - May 2017 | < 1 |
| Wcsd | Webster, NY | Aug 2016 - Jan 2017 | < 1 |
| Unemployed | Webster, NY | Feb 2016 - Aug 2016 | < 1 |
| Kodak | Rochester, NY | Sep 1981 - Jan 2016 | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- FL
- NY
-
Total Assets Under Management423MILLIONS
-
Total Number of Accounts1,460ACCOUNTS
-
Average Account Value$289,596
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, NY, PA, SC, TX
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