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Michael Roger Congdon

HORIZON ADVISORY SERVICES, INC.·WEST HENRIETTA, New York
Series 7, Series 65Clean record5 years registeredHORIZON ADVISORY SERVICES, INC.
5582 W. HENRIETTA RD., WEST HENRIETTA, NY 14586CRD# 5497417Firm CRD# 305239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Roger Congdon · WEST HENRIETTA, NY
Registration
CRD #5497417 · HORIZON ADVISORY SERVICES, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

HORIZON FINANCIAL
Jun 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · June 2, 2021
Years registered · 5
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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Frequently Asked Questions

What services does Michael Roger Congdon offer?
Michael Roger Congdon specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WEST HENRIETTA, New York for a consultation.
What are Michael Roger Congdon's credentials?
Michael Roger Congdon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Roger Congdon located?
Michael Roger 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 Michael Roger Congdon charge for services?
Michael Roger 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.

Carrie Beth Sigler
WEST HENRIETTA, NY
Kenneth Stephen Blazick
WEST HENRIETTA, NY
Mark Alan Congdon
WEST HENRIETTA, NY

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