AG
CFP

Amedeo James Granata

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
437 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

Hourly Rate:Up to $500/hr

HTK charges up to 1.5% of the client's account value for advisory services with TPAMs, not including manager fees. Financial planning and consulting fees are negotiable. Retirement plan consulting services are charged based on a percentage of assets (up to 1%), hourly (up to $500/hour), or a flat rate. Clients may pay fees to AdvicePay, an unaffiliated service provider. HTK may receive fees from TPAMs for conferences, events, and marketing support.

Areas of Practice
Retirement PlanningEducation PlanningEstate Planning
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Advisor Information

Office location

30 Vesey St, 9th Floor, New York, NY, 10007

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2022
Denied
Customer Dispute
November 2009
Denied
Other Business ActivitiesSells Insurance

Amedeo works as an agent at Granata & Associates, a life insurance brokerage, since 1999. He spends about a quarter of his time on insurance sales and service of life, health, disability, and long-term care insurances, as well as retirement planning.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
January 2004 - Present · 22 yrs
Hornor, Townsend & Kent, LLC Broker
June 2003 - Present · 22 yrs 7 mos
Previous Registrations
AXA Advisors, LLC
July 2002 - December 2002 · 5 mos
AXA Advisors, LLC Broker
August 1995 - June 2003 · 7 yrs 10 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1995 - January 2000 · 4 yrs 5 mos
State Registrations9 states
CACTFLMANCNJNYPAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amedeo James Granata - Financial Advisor | AdvisorDiscover