Zuleyka M. Feliz
HORNOR, TOWNSEND & KENT
Burlington, MA 01803
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CRD#: 6208381
Professional summary
Zuleyka Maribel Feliz, CFP® is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Burlington, Massachusetts.
Zuleyka is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Zuleyka has worked at 1 firm and has passed the 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) OFFICE ADMISTRATOR FOR INSURANCE BROKERAGE OFFICE | INVESTMENT RELATED: YES | DBA NAME: CONDON SULLIVAN WEALTH MANAGEMENT & PLANNING | POSITION HELD: OPERATIONS ADMINISTRATION | ADDRESS: 131 MIDDLESEX TURNPIKE 2ND FL BURLINGTON, MA 01803 | START DATE: 5/1/2013 | NATURE OF ACTIVITY: INSURANCE BROKERAGE & EQUITIES | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) ZULLY FELIZ REALTY, LLC | INVESTMENT RELATED: NO | DBA NAME: ZULLY FELIZ REALTY, LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 44 GRANDVIEW AVE., LYNN, MA | START DATE: 5/20/2022 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ALL OPERATIONS OF BUSINESS, MANAGEMENT & COLLECTING RENTAL INCOME. 3) SERVICE ADVISOR | POSITION: Employee | DBA: Condon & Co Wealth Advisors | NATURE: INSURANCE BROKERAGE & EQUITIES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/28/2025 | ADDRESS: 131 Middlesex Turnpike, 2nd FL, Burlington MA 01803 | DESCRIPTION: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY
CRS (Client Relationship Summary) - RIA
Click below to view Zuleyka Maribel Feliz's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Zuleyka Maribel Feliz's 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®
Start date: 2019
Experience
Current
June 30, 2023 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 131 Middlesex Turnpike 2nd Flr, Burlington, MA, 01803RIA
BD
CRD#: 4031
Burlington, MA
Current
July 17, 2014 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 131 Middlesex Turnpike 2nd Flr, Burlington, MA, 01803RIA
BD
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)BD
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.Highlighted states indicate IAR registrations
IAR
Massachusetts(6/30/2023)
Exams
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
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)BD
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)
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
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Company Information
HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031Burlington, MA 01803TRUST BUT VERIFY
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