Zachary Allegretti, financial advisor Erie PA

Zachary Allegretti

CRD Number: 6100972
Current Firm: Hbks Wealth Advisors

Zachary Allegretti (CRD# 6100972) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 11 years of experience in the finance industry. Zachary Allegretti 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.

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Professional Designations
Company Name Location Dates Years
Hbk Sorce Insurance Erie, PA Mar 2013 - Current 11
Purshe Kaplan Sterling Investments Albany, NY Mar 2013 - Current 11
Hbks Wealth Advisors Wexford, PA Mar 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Zachary M. Allegretti
Phone Number: 814-836-5776
Registered State(s):
  • LA
  • NJ
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    5,570
    MILLIONS
  • Total Number of Accounts
    17,566
    ACCOUNTS
  • Average Account Value
    $317,105
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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