Zachary Allegretti, financial advisor Erie PA
90 score

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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Hbk Sorce Insurance Wexford, PA Mar 2013 - Current 3
Purshe Kaplan Sterling Investments Albany, NY Mar 2013 - Current 3
Hbks Wealth Advisors Wexford, PA Mar 2013 - Current 3
Axa Advisors, LLC New York, NY Dec 2012 - Feb 2013 < 1
Nationwide Meadville, PA Jun 2012 - Dec 2012 < 1
Penn State University Erie, PA Aug 2008 - May 2012 3
Hbks Wealth Advisors Erie, PA Jan 2012 - Apr 2012 < 1
Red Lobster Meadville, PA Jun 2010 - Sep 2010 < 1
Meadville Area School District Meadville, PA Sep 2001 - Aug 2008 6
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
Firm Website: http://www.hbksorce.com
Registered State(s):
  • LA
  • PA
By the Numbers
  • Total Assets Under Management
    1,836
    MILLIONS
  • Total Number of Accounts
    6,823
    ACCOUNTS
  • Average Account Value
    $269,095
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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