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Mark Alan Congdon

HORIZON ADVISORY SERVICES, INC.·WEST HENRIETTA, New York
SIE, Series 6TO, Series 7, Series 24, Series 26, Series 63, Series 65Clean record14 years registeredHORIZON ADVISORY SERVICES, INC.
5582 W. HENRIETTA RD., WEST HENRIETTA, NY 14586CRD# 1619131Firm CRD# 305239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Alan Congdon · WEST HENRIETTA, NY
Registration
CRD #1619131 · HORIZON ADVISORY SERVICES, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

HORIZON FINANCIAL
Sep 2019 – present
CADARET GRANT & CO INC
Jun 2012 – Jun 2015
WEST HENRIETTA, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 7
Series 24
Series 26
Series 63
Series 65
Registration record
First registered · June 11, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HORIZON ADVISORY SERVICES, INC.
CRD 305239 · SEC 801-117343
AUM
$423M
Regulatory assets under management
Employees
11
1,460 client accounts
Services offered by HORIZON ADVISORY SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HORIZON ADVISORY SERVICES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Mark Alan Congdon offer?
Mark Alan Congdon specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WEST HENRIETTA, New York for a consultation.
What are Mark Alan Congdon's credentials?
Mark Alan Congdon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Alan Congdon located?
Mark Alan Congdon is based in WEST HENRIETTA, New York, working with HORIZON ADVISORY SERVICES, INC.. Their office serves clients in the WEST HENRIETTA metropolitan area and surrounding communities.
How does Mark Alan Congdon charge for services?
Mark Alan Congdon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HORIZON ADVISORY SERVICES, INC.?
HORIZON ADVISORY SERVICES, INC. has approximately 11 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HORIZON ADVISORY SERVICES, INC.

Kenneth Stephen Blazick
WEST HENRIETTA, NY
Carrie Beth Sigler
WEST HENRIETTA, NY
Michael Roger Congdon
WEST HENRIETTA, NY

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