Kerri
Herlick

Hbw Advisory Services LLC

CRD#4823865
Investment Advisor
in Saratoga Springs, NY

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About this Advisor

Kerri Herlick is an advisor in Saratoga Springs, New York. Currently a registered investment advisor at Hbw Advisory Services LLC, Herlick has 10 years of professional experience. Herlick has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Herlick is registered to act as a financial advisor based out of Virginia. Their career trajectory has included roles at New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies, Morgan Stanley Smith Barney, Cadaret, Grant & Co., Inc, Sterling Manor Financial, LLC, Candor Way Wealth Management, Sterling Manor Financial LLC and Hbw Advisory Services LLC. Hbw Advisory Services LLC is headquartered in Saratoga Springs, New York, and operates out of 45 locations in the country. As a company, Hbw Advisory Services LLC oversees $534 million in assets dispersed across 7,103 accounts and retains more than 57 people. The amount of assets the firm manages makes it one of the larger investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 7,103 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Hbw Advisory Services LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

Saratoga Springs, NY

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Hbw Advisory Services LLC Brokerage Details

Total Assets Under Management

$533,968,631

NY Average: $7,578,581,321
Total Number of Employees

57

NY Average: 43
Total Number of Accounts

7,103

NY Average: 3,727
Average Account Size

$75,175

NY Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kerri Herlick Work History

Kerri has 10 years of experience.

2018 - Present (3 years)

Hbw Advisory Services LLC

2016 - 2018 (2 years)

Sterling Manor Financial LLC

2013 - 2018 (5 years)

Cadaret, Grant & Co., Inc

2013 - 2018 (5 years)

Sterling Manor Financial, LLC

2013 - 2015 (2 years)

Candor Way Wealth Management

2012 - 2012 (< 1 year)

Morgan Stanley Smith Barney

2010 - 2012 (2 years)

New York Life Insurance Company

2010 - 2012 (2 years)

Nylife Securities LLC

2010 - 2012 (2 years)

Eagle Strategies

Disclosures

Kerri Herlick has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Hbw Advisory Services LLC

Kerri Herlick
Saratoga Springs, NY
Stephen Foley
Simi Valley, CA
Chad Cosens
Simi Valley, CA
William Rudkin
Simi Valley, CA
Brian Malkinson
Simi Valley, CA
Chad Francis
Simi Valley, CA
Jeffrey Dennison
Madison, AL
Kyra King
Simi Valley, CA

This content was compiled from the SEC and FINRA.

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