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 8 years of experience in the finance industry.

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Hbks Wealth Advisors
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 7
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:
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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