PM
Paul J. Mcaneny
HORNOR, TOWNSEND & KENT
TAMPA, FL 33609
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CRD#: 7077711
PM
Professional summary
Paul John Mcaneny, who also goes by Pj Mcaneny, is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Tampa, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Paul has worked at 1 firm and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pj Mcaneny
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) INSURANCE BROKERAGE | INVESTMENT RELATED: YES| DBA NAME: 1847 Financial | POSITION HELD: AGENT | ADDRESS:5201 WEST KENNEDY BLVD SUITE 640, TAMPA, FL 33609 | START DATE: 12/31/2018 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) MILITARY OFFICERS ASSOCIATION OF AMERICA - TAMPA CHAPTER | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: TRANSITION COMMITTEE CHAIRMAN | ADDRESS: 4115 W SPRUCE ST. TAMPA, FL 33607 | START DATE: 1/1/2021 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ORGANIZES, MARKETS AND CONDUCTS A "THRIVING AFTER MILITARY SERVICE SEMINAR FOR THE TAMPA CHAPTER OF THE MILITARY OFFICERS ASSOCIATION OF AMERICA. ATTENDEES ARE PRIMARILY TRANSITIONING MILITARY MEMBERS AND THIER SPOUSES. INCLUDES AN SERVICE INCOME SOURCES AS WELL AS CHOICES THEY HAVE TO MAKE CONCERNING THEIR MILITARY BENEFITS UPON SEPARATION. 3) INSURANCE BROKERAGE | DBA: COMAC FINANCIAL | POSITION: PARTNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 140 | START DATE: 06/01/2024 | ADDRESS: 5201 WEST KENNEDY BLVD SUITE 640, TAMPA, FL 33609 | DESCRIPTION: INVESTMENTS (MUTUAL FUNDS, ROBO ADVISORS, MANAGED INVESTMENT PLATFORMS, THIRD PARTY ASSET MANAGERS), LIFE INSURANCE (TERM AND PERMANENT), LONG TERM CARE INSURANCE, DISABILITY INSURANCE, RETIREMENT PLANNING, COLLEGE PLANNING, BUSINESS PLANNING FOR ENTREPRENEURS.
CRS (Client Relationship Summary) - RIA
Click below to view Paul John Mcaneny's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Paul John Mcaneny'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®
NoneExperience
Current
February 5, 2021 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 5201 West Kennedy Blvd Suite 640, Tampa, FL 33609RIA
BD
CRD#: 4031
TAMPA, FL
Current
April 1, 2019 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 5201 West Kennedy Blvd Suite 640, Tampa, FL 33609RIA
BD
CRD#: 4031
TAMPA, FL
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.RR
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
RR
Alabama(5/12/2022)
RR
Arizona(1/3/2023)
RR
California(1/3/2025)
RR
Florida(4/1/2019)
IAR
Florida(2/5/2021)
RR
Georgia(3/4/2022)
RR
Hawaii(3/6/2025)
RR
Illinois(3/6/2025)
RR
Indiana(4/4/2025)
RR
Kansas(4/4/2024)
RR
Maryland(2/20/2025)
RR
Massachusetts(6/18/2024)
RR
Mississippi(3/21/2025)
RR
Nevada(9/16/2020)
RR
North Carolina(3/30/2020)
RR
Ohio(9/30/2024)
RR
Texas(2/25/2020)
RR
Virginia(2/25/2020)
RR
Washington(7/21/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/30/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 4/1/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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
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.
Company Information
HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031Tampa, FL 33609TRUST BUT VERIFY
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