Robert Evan Eichler

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

• 01/1993 → Present
  Penn Mutual Life Ins
  New York, NY
• 06/1993 → Present
  Hornor, Townsend & Kent, Inc.
  New York, NY

Other Businesses

1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: EMPIRE WEALTH STRATEGIES | Position Held: Agent | Address: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | Start Date: 08/22/2012 | Nature of Activity: Multi-Line Insurance Brokerage | Approx Hrs Per Mth: 10-25 Hrs | Approx Trading Hrs Per Mth: 10-25 Hrs | Description of Duties: LIFE, ACCIDENT, HEALTH, DISABILITY AND LONG-TERM CARE INSURANCE SALES AND SERVICES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY INCLUDING LIFE SETTLEMENTS EFFECTIVE 07/30/2009. 2) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: CCL FINANCIAL GROUP | Position Held: Proprietor/Owner | Address: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | Start Date: 01/1993 | Nature of Activity: Multi-Line Insurance Brokerage | Approx Hrs Per Mth: Over 40 Hrs | Approx Trading Hrs Per Mth: Over 40 Hrs | Description of Duties: LIFE, ACCIDENT, HEALTH, DISABILITY AND LONG-TERM CARE INSURANCE SALES AND SERVICES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 3) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: DRUCKER WEALTH MANAGEMENT | Position Held: Agent | Address: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | Start Date: 01/01/2012 | Nature of Activity: Life Insurance Brokerage | Approx Hrs Per Mth: 10-25 Hrs | Approx Trading Hrs Per Mth: 10-25 Hrs | Description of Duties: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 4) SOCIETY OF FINANCIAL SERVICE PROFESSIONALS: INVESTMENT RELATED: NO; ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007; NATURE OF OBA: ORGANIZATION FOR FINANCIAL PROFESSIONALS; POSITION, TITLE, RELATIONSHIP: OFFICER; START DATE OF OBA: 01/01/2014; # HOURS/MONTH: 10 MONTH; # HRS/MO DURING TRADING: 10 MONTH; DESCRIBE DUTIES: REVIEWING MATTERS RELATING EDUCATIONAL SOCIETY. 5) NEW YORK CENTER FOR FINANCIAL STUDIES | INVESTMENT RELATED: YES | DBA NAME: | POSITION HELD: PRESIDENT OF THE BOARD AND FACULTY | ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | START DATE: 1/1/2014 | NATURE OF ACTIVITY: ORGANIZATION FOR FINANCIAL EDUCATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: OFFICER AND LECTURER: AUTHORITY TO TRANSFER MONEY BETWEEN A BROKERAGE ACCOUNT AND A CHECKING ACCOUNT AND TO WRITE CHECKS THAT REQUIRE TWO SIGNATURES. BOTH WOULD REQUIRE BOARD APPROVAL. 6) BOARD OF DIRECTORS FOR FINSECA | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER | ADDRESS: 600 13TH STREET, NW SUITE 550 WASHINGTON, D.C. 20005 | START DATE: 5/1/2017 | NATURE OF ACTIVITY: EDUCATIONAL FOUNDATION | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: SERVING ON THE BOARD.:ATTEND MEETINGS 7) INSURANCE CONSULTING |DBA: CCL Financial Group | POSITION: Consultant | NATURE: Insurance consulting agreement with Circle Advisers Inc. RIA. Not Investment related | INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/15/2025 | ADDRESS: 420, Suite 2500, New York NY 10170 | DESCRIPTION: Consult with Circle clients regarding their insurance and estate planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-07-09

Designations

• Certified Financial Planner