Mark Congdon, financial advisor West Henrietta NY

Mark Congdon

CRD Number: 1619131
Current Firm: Horizon Advisory Services, Inc.

Mark Congdon (CRD# 1619131) is an Investment Advisor Representative working at Horizon Advisory Services, Inc. in West Henrietta, NY and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services West Henrietta, NY Jan 2021 - Current < 1
Horizon Advisory Services, Inc. West Henrietta, NY Sep 2019 - Current 2
The Horizon Group (mark Congdon Cfs, Inc.) West Henrietta, NY Jun 1993 - Current 28
Securities America, Inc. West Henrietta, NY Sep 2020 - Dec 2020 < 1
Securities Services Network Knoxville, TN Jun 2015 - Sep 2020 5
Cadaret, Grant & Company, Inc. West Henrietta, NY Jun 1993 - Jun 2015 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1987
S65 NASAA Investment Advisors Law Examination Aug 2021
Contact Info for Mark A. Congdon
Phone Number: 585-334-3600
Registered State(s):
  • FL
  • NY
  • NC
  • PA
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    343
    MILLIONS
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $335,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, NC, NY, PA, SC, TX

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