Matthew J. Condon

HORNOR, TOWNSEND & KENT

Burlington, MA 01803

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CRD#: 4445659

Professional summary

Matthew James Condon, CFP® is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Burlington, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Matthew has worked at 1 firm and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) RUGBY CLUB TEAM | Investment Related: No | DBA Name: OLD GOLD RUGBY | Position Held: Board Member/Trustee | Address: 15 WATSON TERRACE, QUINCY MA 02169 | Start Date: 01/01/2014 | Nature of Activity: Other | Approx Hrs Per Mth: Less Than 10 Hrs | Approx Trading Hrs Per Mth: Less Than 10 Hrs | Description of Duties: TRUSTEE HELPING TO CREATE LONG-TERM VISION FOR CLUB. OVERSEE YOUTH & HIGH SCHOOL RUGBY PROGRAMS AND COMMUNICATE ABOUT CLUB TO ALUMNI. 2) CONDON SULLIVAN WEALTH MANAGEMENT & PLANNING | INVESTMENT RELATED - YES | DBA NAME: CONDON SULLIVAN WEALTH MANAGEMENT & PLANNING | POSITION HELD: PARTNER | ADDRESS: 131 MIDDLESEX TURNPIKE 2ND FLOOR, BURLINGTON MA 01803 | START DT: 6/24/2016 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 3) CONDON & COMPANY WEALTH ADVISORS | POSITION: Proprietor/Owner | NATURE: General wealth management and planning advice; to include investments, life insurance and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 225 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2025 | ADDRESS: 131 Middlesex Turnpike, Flr# 2, Burlington MA 01803 | DESCRIPTION: I will be owner/operator of this wealth advisory firm, managing and overseeing others who assist me in advising and servicing client's retirement and savings investment, life insurance and annuities needs. 4) CONDON & CO ESTATE PLANNING CONSULTANTS LLC | POSITION: Partner NATURE: Attorney/Legal Services INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 05/29/2025 | ADDRESS: 131 Middlesex Tnpk, Flr #2, Burlington MA 01803 | DESCRIPTION: Condon & Co Estate Planning Consultants LLC is partnering with Trust&Will.com to offer basic estate planning and revocable trusts to clients through Trust&Will.com. Condon & Co Estate Planning Consultants LLC will invoice these services separately and collect payments separate from any others received. Condon & Co Estate Planning Consultants LLC and the client will sign agreements separate from any provided by or with HTK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Condon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Matthew James Condon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

October 2, 2002 - Present

HORNOR, TOWNSEND & KENT, LLC

Office #1: 131 Middlesex Turnpike 2nd Flr, Burlington, MA, 01803

RIA

CRD#: 4031

Burlington, MA

Current

December 5, 2001 - Present

HORNOR, TOWNSEND & KENT, LLC

Office #1: 131 Middlesex Turnpike 2nd Flr, Burlington, MA, 01803

RIA

CRD#: 4031

Burlington, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031 / SEC#: 801-56151, 8-14715

RIA

Registered Investment Advisory firm - SEC (2/25/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(11/4/2010)

California
(5/9/2012)

Colorado
(11/7/2013)

Connecticut
(5/14/2002)

District of Columbia
(12/23/2021)

Florida
(3/21/2002)

IAR

Florida
(4/30/2025)

Georgia
(12/11/2003)

Hawaii
(4/19/2016)

Idaho
(5/7/2020)

Illinois
(1/29/2003)

Iowa
(10/30/2008)

Kentucky
(1/8/2013)

Louisiana
(8/29/2013)

Maine
(5/15/2002)

Maryland
(2/11/2015)

Massachusetts
(1/14/2002)

IAR

Massachusetts
(10/2/2002)

Michigan
(10/16/2008)

Minnesota
(6/3/2019)

Missouri
(8/15/2019)

Nevada
(1/19/2010)

New Hampshire
(1/31/2002)

New Jersey
(12/22/2017)

New Mexico
(12/10/2010)

New York
(3/28/2002)

North Carolina
(10/7/2014)

Ohio
(12/11/2003)

Oklahoma
(9/9/2021)

Oregon
(1/22/2021)

Pennsylvania
(9/9/2005)

Rhode Island
(3/28/2002)

South Carolina
(1/11/2007)

South Dakota
(8/27/2025)

Tennessee
(4/5/2013)

Texas
(7/25/2018)

IAR

Texas
(9/15/2018)

Utah
(3/28/2003)

Vermont
(6/13/2018)

Virginia
(5/21/2003)

Washington
(6/12/2025)

Wyoming
(2/22/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/27/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/11/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/2001

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031 / SEC#: 801-56151, 8-14715

RIA

Registered Investment Advisory firm - SEC (2/25/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

161 Washington Street Suite 1111, Conshohocken, PA 19428

Mailing Address

161 Washington Street Suite 1111, Conshohocken, PA 19428

Phone number

(215) 957-7300

Established

Delaware since 09/09/2024

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

442

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

HTK ADVISORY SERVICES DISCLOSURE BROCHURE - ADV PART 2A (8/12/2025)

HTK WRAP FEE PROGRAM BROCHURE - PART 2A APPENDIX (8/12/2025)

Direct owners and executive officers

Name	Position	CRD#
1847 FINANCIAL LLC	SHAREHOLDER
GUNZENHAUSER, RADFORD MICHAEL	FINOP	7253452
HUCKERBY, KEITH GORDON	MANAGER	2641591
MASON, ANN-MARIE	CHIEF LEGAL OFFICER AND SECRETARY	7145020
MULLER, NIKI LEE	PRINCIPAL OPERATIONS OFFICER	7364066
NAGENGAST, HEATHER JILL	PRESIDENT, MANAGER	5300554
O'MALLEY, DAVID MICHAEL	CHAIRMAN AND MANAGER	4468593
ROBINSON, VICTORIA MARIE	CHIEF COMPLIANCE OFFICER, MANAGER	4556827
WYANT, JUSTIN	MANAGER	8146157

Regulatory assets under management

Total Number of Accounts	31,522
AUM (Assets Under Management)	$ 7,753,847,039

Disclosures

Regulatory Event	11
Arbitration	6

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew J. Condon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Condon's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Matthew James Condon's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2002

Series 63

Date: 1/11/2002

SIE

Date: 10/1/2018

Series 7

Date: 12/4/2001

FINRA

Current Firm

HORNOR, TOWNSEND & KENT, LLC

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

HORNOR, TOWNSEND & KENT, LLC

TRUST BUT VERIFY

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