Rosario Lenzo

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

• 09/2012 → Present
  Hornor, Townsend & Kent, Inc
  Horsham, PA
• 09/2012 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE DBA EMPIRE WEALTH STRATEGIES, INVESTMENT RELATED, 445 BROADHOLLOW RD MELVILLE, NY, USA, 11747, INSURANCE SALES & SERVICE, AGENT/BROKER. START DATE: 9/24/2012. # HRS/MO: 130/MONTH; # HRS/MO DURING TRADING HRS: 150/MONTH. DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) LENZO WEALTH MANAGEMENT, POSITION: Agent, NATURE: Investment Advisory Insuance planning, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200, START DATE: 10/26/2023,ADDRESS: 445 Broadhollow road, suite 25, Melville NY 11747, United States, DESCRIPTION: prospecting for new clients and servicing existing clients

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-05-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Roy Lenzo