Horizon Financial

CRD 305239 · West Henrietta, NY · $510.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 305239
SEC number: 801-117343
Firm type: RIA
Assets under management: $510.2M as of Jun 8, 2026
Website: www.horizonfinancial.net ↗
Phone: 585-334-3600
Address: 5582 W. Henrietta Rd., West Henrietta, NY, 14586

Advisors at this firm

9 in our index · page 1 of 1

Kenneth Stephen BlazickCRD 5503456 · West Henrietta, NY

IA RegisteredBroker
Jonathan Frank BlazickCRD 6896643 · West Henrietta, NY

IA Registered
Mark Alan CongdonCRD 1619131 · West Henrietta, NY

IA RegisteredBroker
Benjamin Robert ChappellCRD 7436165 · West Henrietta, NY

IA Registered
Michael R. CongdonCRD 5497417 · West Henrietta, NY

IA Registered
Timothy Robert HammondCRD 2408313 · West Henrietta, NY

IA RegisteredBroker
Amanda Lyn HeagertyCRD 6698102 · West Henrietta, NY

IA RegisteredBroker
Donald John KwartaCRD 6804491 · West Henrietta, NY

IA Registered
Brian Matthew NovellinCRD 5929264 · West Henrietta, NY

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.