BLUE HORIZON EQUITY, INC.

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
45
Advisory reps
13

Firm details

Headquarters
PITTSFORD, New York
CRD number
341095
Registered since
May 6, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Blue Horizon Equity, Inc. is a newly formed corporate adviser that registered with the SEC in 2026. The firm is identified as a capital allocator and operates both as a registered representative of a broker‑dealer and as an insurance broker. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, indicating a model that combines direct client work with outsourcing or manager selection. Fee arrangements include asset‑based fees, hourly charges, and fixed fees. The snapshot flags the firm as not an active ESG investor and not designated as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DANIEL ABEL

    President and CEOCRD 4652073

Contacts

3 of 12
  • JEFFREY HARTMAN

    Investment Adviser RepresentativeCRD 2979071

  • ROBERT SANSONE

    Managing DirectorCRD 410627

  • THOMAS BEAM

    PartnerCRD 2403143

Unlock 9 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PITTSFORD, NY

MONROE

Location

PITTSFORD, NY

Headquartered in PITTSFORD, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
MONROE
Address
55 Sullys Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth