Dakota Mezzacapo (CRD# 7327617) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 3 years of experience in the finance industry.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Hbks Wealth Advisors | Erie, PA | Dec 2019 - Current | 4 |
Enterprise Holdings | Erie, PA | May 2019 - Dec 2019 | < 1 |
Penn State Erie: The Behrend College | Erie, PA | Aug 2015 - Dec 2019 | 4 |
Green Meadows Golf Course | North East, PA | Apr 2016 - May 2019 | 3 |
Peek'n Peak Resort | Clymer, NY | Jun 2015 - May 2019 | 3 |
Mercyhurst University | Erie, PA | Oct 2018 - Dec 2018 | < 1 |
North East High School | North East, PA | Aug 2009 - Jun 2015 | 5 |
Film Fest Video | North East, PA | Mar 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- PA
-
Total Assets Under Management5,570MILLIONS
-
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
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