Brett Dusch (CRD# 6663185) is an Investment Advisor Representative working at Hbks Wealth Advisors in Warrendale, PA and has over 7 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hbk Sorce Insurance LLC | Warrendale, PA | Mar 2022 - Current | 2 |
| Purshe Kaplan Sterling | Albany, NY | Sep 2021 - Current | 2 |
| Hbks Wealth Advisors | Pittsburgh, PA | Aug 2021 - Current | 2 |
| Mdt Advisers, A Division Of Federated Mdta LLC | Boston, MA | Sep 2016 - Aug 2021 | 4 |
| Federated Investment Counseling | Pittsburgh, PA | Sep 2016 - Aug 2021 | 4 |
| Federated Global Investment Management Corp | New York, NY | Sep 2016 - Aug 2021 | 4 |
| Federated Securities Corp | Pittsburgh, PA | Jun 2016 - Aug 2021 | 5 |
| Federated Hermes Inc. | Pittsburgh, PA | Jun 2016 - Aug 2021 | 5 |
| Penn State University | University Park, PA | Aug 2012 - May 2016 | 3 |
| Federated Investors Inc. | Pittsburgh, PA | May 2015 - Aug 2015 | < 1 |
| Federated Investors, Inc. | Pittsburgh, PA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- 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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