Kevin Astry, financial advisor Fredonia NY
93 score

Kevin Astry

CRD Number: 5368112
Current Firm: Hbks Wealth Advisors

Kevin Astry (CRD# 5368112) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has over 7 years of experience in the finance industry.

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Hbks Wealth Advisors
Score
93
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY May 2016 - Current < 1
Purshe Kaplan Sterling Investments LLC Fredonia, NY May 2016 - Current < 1
Hbks Wealth Advisors Fredonia, NY May 2016 - Current < 1
Hbk Sorce Insurance LLC Fredonia, NY May 2016 - Current < 1
Comprehensive Wealth Solutions Fredonia, NY Nov 2010 - Current 6
Raymond James Financial Services,inc Fredonia, NY Nov 2010 - Apr 2016 5
Raymond James Financial Advisors, Inc. Fredonia, NY Nov 2010 - Apr 2016 5
Ameriprise Financial Services, Inc. Fredonia, NY Jun 2009 - Oct 2010 1
Ameriprise Financial Services, Inc. Dunkirk/fredonia, NY Aug 2008 - Jun 2009 < 1
Allegheny College Meadville, PA Sep 2007 - May 2008 < 1
Ameriprise Financial Services, Inc. Dunkirk, NY Dec 2007 - Jan 2008 < 1
Ameriprise Financial Services, Inc. Dunkirk, NY May 2007 - Sep 2007 < 1
Shorewood Country Club Dunkirk, NY May 2007 - Sep 2007 < 1
Northern Chautauqua Soccer Association Fredonia, NY Jul 1998 - Aug 2007 9
Allegheny College Meadville, PA Sep 2006 - May 2007 < 1
Shorewood Country Club Dunkirk, NY May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Kevin D. Astry
Phone Number: 814-836-5776
Firm Website: http://www.hbksorce.com
Registered State(s):
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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