AG
CFP
AG
CFP

Amedeo Granata

30 Years of Experience
2 DisclosuresBrokerSells Insurance

Amedeo Granata is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in New York, NY, with 30 years of industry experience. Amedeo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
458 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.

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Location

30 Vesey St, 9th Floor, New York, NY, 10007

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History

Regulatory History (2)
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Customer Dispute
February 2022
Denied
Customer Dispute
November 2009
Denied
Other Business ActivitiesSells Insurance

Amedeo works as an agent at Granata & Associates, a life insurance brokerage, since 1999. He spends about a quarter of his time on insurance sales and service of life, health, disability, and long-term care insurances, as well as retirement planning.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
January 2004 - Present · 22 yrs 3 mos
Hornor, Townsend & Kent, LLCBroker
June 2003 - Present · 22 yrs 10 mos
Previous Registrations
AXA Advisors, LLC
July 2002 - December 2002 · 5 mos
AXA Advisors, LLCBroker
August 1995 - June 2003 · 7 yrs 10 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1995 - January 2000 · 4 yrs 5 mos
State Registrations9 states
CACTFLMANCNJNYPAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.