North Haven, CT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$8,233,423,714
ClientsTotal clients
27,999
AdvisorsAdvisors at this office
2
Of 467 advisors across 198 offices
Location
12 Elm Street
North Haven CT 06473
Advisors at this office
2
Advisors at this office
Nathalie E
Series 65, Series 63
North Haven, CT
Hornor, Townsend & kent, LLC
Nathalie Edeen is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has been with Hornor Townsend since 2016. Nathalie also sells and services multi-line insurance products and conducts student loan portfolio reviews to evaluate repayment options and federal programs. Additionally, she participates as a sales affiliate promoting retail products on TikTok. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside personalized investment advice.
John C
ChFC®, Series 66
North Haven, CT
Hornor, Townsend & kent, LLC
John Caserta is a ChFC® and Series 66 credentialed advisor with 20 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2012 and also maintains a role with Penn Mutual Life Insurance Company. Outside of his advisory work, he is the proprietor of Caserta & DeJongh, LLC, a life insurance brokerage, and operates Boola Moola, a financial education resource for the Yale community. He has also served as immediate past president and currently as assistant treasurer of the Yale Club of New Haven, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm offers a range of services including financial planning, consulting, and retirement plan consulting, utilizing both discretionary and predominantly non-discretionary investment management approaches.
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