Gregory A Herbison

Employer firm

Hornor, Townsend & Kent, LLC CRD 4031

$9.01B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → Present
  Self Employed
  Pittsford, NY
• 02/2016 → Present
  Penn Mutual Life Ins Co
  Horsham, PA
• 02/2016 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA

Previous Registrations

• 2013-09-04 → 2015-11-18
  Morgan Stanley
  Rochester, NY
• 2010-01-19 → 2011-12-08
  Hornor, Townsend & Kent, Llc
  Rochester, NY

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: 21ST CENTURY FINANCIAL| POSITION HELD: AGENT | ADDRESS: 57 SUTTON PT, PITTSFORD, NY 14534 | START DT: 2/22/2016 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) TEACHING | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EMPLOYEE- | ADDRESS: 3690 EAST AVE ROCHESTER, NY 14618 | START DATE: 2017-09-11 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION-ADJUNCT PROFESSOR AT ST. JOHN FISHER COLLEGE | APPROX HRS PER MTH: 10-25 HOURS | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: LECTURING THE STUDENT BODY ON FINANCES. 3) TESTING CENTER ADMINISTRATOR | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EMPLOYEE | ADDRESS: 3800 DELAWARE AVE BUFFALO, NY 14217 | START DATE: 3/15/2019 | NATURE OF ACTIVITY: OTHER /TEACHING | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: ADMINISTER TESTS WORKING WITH FAMILY BUSINESS. 4) PITTSFORD NY SCHOOLS K-12 | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EMPLOYEE | ADDRESS: 75 BARKER ROAD PITTSFORD, NY 14534 | START DATE: 1/22/2022 | NATURE OF ACTIVITY: SUBSTITUTE TEACHING | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: ADMINISTERING COURSE WORK FOR STUDENTS FOR PARTICULAR SUBJECTS.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-25