Michael Thomas Mcclelland

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

• 10/2014 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA
• 10/2014 → Present
  Penn Mutual Life Insurance Co
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PRIMARY FINANCIAL | POSITION HELD: AGENT | ADDRESS: 331 NEWMAN SPRINGS ROAD BUILDING 3, SUITE 320, RED BANK, NJ 07701| START DATE: 10/2014 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY 2)INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: BCA INSURANCE GROUP | POSITION HELD: AGENT | ADDRESS: BCA 330 TILTON RD NORTHFIELD NJ 08225 | START DATE: 5/16/2017 | NATURE OF ACTIVITY: PROPERTY/CASUALTY INSURANCE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: SALES AND SERVICE OF PROPERTY & CASUALTY :SELLING AUTO, HOMEOWNERS, PERSONAL LIABILITY,POLICIES. 3) INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: BARBERIO & MCCLELLAND FINANCIAL SERVICES | POSITION HELD: MANAGING PARTNER | ADDRESS: 331 NEWMAN SPRINGS ROAD BUILDING 3, SUITE 320, RED BANK, NJ 07701 | START DATE: 1/1/2023 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE & INVESTMENT SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY & HTK. 4)BACKGROUND ACTOR (MOVIE/TV) | POSITION: EMPLOYEE NATURE: GWC NYC CASTING AGENCY - NON-UNION BACKGROUND ACTOR FOR TV/MOVIES | INVESTMENT RELATED: NO | NUMBER OF HOURS: 13 | SECURITIES TRADING HOURS: 8 | START DATE: 09/13/2024 | ADDRESS: VARIOUS | DESCRIPTION: BACKGROUND ACTOR FOR VARIOUS TVS/MOVIES. 5)INSURANCE AND INVESTMENTS | DBA: MCCLELLAND FINANCIAL SERVICES | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 120 | SECURITIES TRADING HOURS: 120 | START DATE: 05/01/2025 | ADDRESS: 331 NEWMAN SPRINGS ROAD, BUILDING 3, SUITE 320, RED BANK NJ 07701 | DESCRIPTION: INSURANCE & INVESTMENT SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY & HTK.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-04

Other Names

• Michael Mcclelland