Hbks Wealth Advisors

Hbks Wealth Advisors (CRD# 112139) is a financial advisory firm headquartered in Erie, PA. They manage $4,247,821,714 in 13,822 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,248
    MILLION
  • Total Number of Accounts
    13,822
    ACCOUNTS
  • Average Account Value
    $307,323
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Hbks Wealth Advisors
Showing 1 - 10 of 73 top financial advisors.
1
Christopher P. Allegretti
CRD#: 6679950
235 West 6th Street, Erie, PA 16507

Christopher Allegretti (CRD# 6679950) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 5 years of experience in the finance industry.

2
Zachary M. Allegretti
CRD#: 6100972
5121 Zuck Road, Erie, PA 16506

Zachary Allegretti (CRD# 6100972) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 8 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.

3
Jason C. Alward
CRD#: 4843777
5121 Zuck Road, Erie, PA 16506

Jason Alward (CRD# 4843777) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 16 years of experience in the finance industry.

4
Quinto F. Ambrosetti
CRD#: 5320033
235 W 6th St, Erie, PA 16507

Quinto Ambrosetti (CRD# 5320033) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 14 years of experience in the finance industry.

5
James A. Arcoraci
CRD#: 2583312
33 Church Street, Second Floor, Fredonia, NY 14063

James Arcoraci (CRD# 2583312) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has over 26 years of experience in the finance industry.

6
Kevin D. Astry
CRD#: 5368112
33 Church Street, Floor 2, Fredonia, NY 14063

Kevin Astry (CRD# 5368112) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has over 11 years of experience in the finance industry.

7
Dan E. Baer
CRD#: 4556250
3838 Tamiami Trail North Suite 100, Naples, FL 34103

Dan Baer (CRD# 4556250) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 21 years of experience in the finance industry.

8
Irene F. Buettner
CRD#: 4299946
235 West 6th Street, Erie, PA 16507

Irene Buettner (CRD# 4299946) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 19 years of experience in the finance industry.

9
William F. Casey
CRD#: 2240707
1760 Market Street, Suite 904, Philadelphia, PA 19103

William Casey (CRD# 2240707) is an Investment Advisor Representative working at Hbks Wealth Advisors in Philadelphia, PA and has over 12 years of experience in the finance industry.

10
William J. Chase
CRD#: 6307248
1777 Main Street, Suite 301, Sarasota, FL 34236

William Chase (CRD# 6307248) is an Investment Advisor Representative working at Hbks Wealth Advisors in Sarasota, FL and has over 7 years of experience in the finance industry.

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