Hbks Wealth Advisors
Hbks Wealth Advisors (CRD# 112139) is a financial advisory firm headquartered in Erie, PA. They manage $5,570,269,830 in 17,566 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management5,570MILLION
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Total Number of Accounts17,566ACCOUNTS
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Average Account Value$317,105
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY
Matthew Chlopek (CRD# 6615736) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 8 years of experience in the finance industry.
Matthew Costigan (CRD# 5433658) is an Investment Advisor Representative working at Hbks Wealth Advisors in Warrendale, PA and has over 15 years of experience in the finance industry.
Scott Cross (CRD# 3155528) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 25 years of experience in the finance industry.
David Darwish (CRD# 2747994) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 26 years of experience in the finance industry.
Drew Deimel (CRD# 6296697) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 7 years of experience in the finance industry.
Rodrigo Diaz (CRD# 2387578) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 28 years of experience in the finance industry.
Brett Dusch (CRD# 6663185) is an Investment Advisor Representative working at Hbks Wealth Advisors in Warrendale, PA and has over 7 years of experience in the finance industry.
Lawrence Fiorella (CRD# 5067634) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has over 17 years of experience in the finance industry.
Ryan Furtwangler (CRD# 4679131) is an Investment Advisor Representative working at Hbks Wealth Advisors in Stuart, FL and has over 20 years of experience in the finance industry.
Kerri Goldsmith (CRD# 5768742) is an Investment Advisor Representative working at HBKS Wealth Advisors in Fort Myers, FL and has over 6 years of experience in the finance industry. Kerri Goldsmith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.