Zuleyka Maribel Feliz

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

• 05/2013 → Present
  Penn Mutual Life Insurance Co
  Horsham, PA
• 06/2014 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA

Other Businesses

1) OFFICE ADMISTRATOR FOR INSURANCE BROKERAGE OFFICE | INVESTMENT RELATED: YES | DBA NAME: CONDON SULLIVAN WEALTH MANAGEMENT & PLANNING | POSITION HELD: OPERATIONS ADMINISTRATION | ADDRESS: 131 MIDDLESEX TURNPIKE 2ND FL BURLINGTON, MA 01803 | START DATE: 5/1/2013 | NATURE OF ACTIVITY: INSURANCE BROKERAGE & EQUITIES | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) ZULLY FELIZ REALTY, LLC | INVESTMENT RELATED: NO | DBA NAME: ZULLY FELIZ REALTY, LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 44 GRANDVIEW AVE., LYNN, MA | START DATE: 5/20/2022 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ALL OPERATIONS OF BUSINESS, MANAGEMENT & COLLECTING RENTAL INCOME. 3) SERVICE ADVISOR | POSITION: Employee | DBA: Condon & Co Wealth Advisors | NATURE: INSURANCE BROKERAGE & EQUITIES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/28/2025 | ADDRESS: 131 Middlesex Turnpike, 2nd FL, Burlington MA 01803 | DESCRIPTION: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY

Designations

• Certified Financial Planner