HORIZON ADVISORY SERVICES, INC.
Legal name: HORIZON FINANCIAL
CRD #305239 SEC #801-117343 WEST HENRIETTA, NY 585-334-3600
SEC Registered
Total AUM
$455.8M
Discretionary
$455.8M
Employees
11
Clients
--
Accounts
1,523
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BLAZICK, KENNETH, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONGDON, MICHAEL, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIGLER, CARRIE, BETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SIGLER, CARRIE, BETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SIGLER, CARRIE, BETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SIGLER, CARRIE, BETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SIGLER, CARRIE, BETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SIGLER, CARRIE, BETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SIGLER, CARRIE, BETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SIGLER, CARRIE, BETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SIGLER, CARRIE, BETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SIGLER, CARRIE, BETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SIGLER, CARRIE, BETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT | E | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT, OWNER | D | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT, OWNER | D | Control |
| CONGDON, MARK, ALAN | I | PRESIDENT, OWNER | D | Control |
| Congdon, Michael, R. | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, OWNER | B | Control |
| Congdon, Michael, R. | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, OWNER | B | Control |
| Congdon, Michael, R. | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, OWNER | B | Control |
| Congdon, Susan | I | OWNER | B | |
| Congdon, Susan | I | OWNER | B | |
| Congdon, Susan | I | OWNER | B |
Registrations
Federal
IA
Jul 25, 2025 REGISTERED
Notice Filings (10)
FL MA MD NC NH NY PA SC TX VA
Address
5582 W. HENRIETTA RD.WEST HENRIETTA, NY 14586
United States
Phone: 585-334-3600