Kevin
Astry
Hbks Wealth Advisors
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About this Advisor
Kevin Astry is a financial advisor based in Fredonia, New York, working with Hbks Wealth Advisors. Kevin has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Advisors, Inc, Comprehensive Wealth Solutions, Purshe Kaplan Sterling Investments LLC, Hbks Wealth Advisors, Hbk Sorce Insurance LLC, and Purshe Kaplan Sterling Investments. Kevin has passed the Series 66 regulatory exam and is registered to provide services in New York and Pennsylvania. Currently, Kevin is part of Hbks Wealth Advisors, which operates out of Fredonia, New York. The firm has 12 offices and 105 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Hbks Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Hbks Wealth Advisors Brokerage Details
$5,570,269,830
105
17,566
$317,105
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Kevin Astry Work History
Purshe Kaplan Sterling Investments LLC
Hbks Wealth Advisors
Hbk Sorce Insurance LLC
Purshe Kaplan Sterling Investments
Raymond James Financial Services,Inc
Raymond James Financial Advisors, Inc
Comprehensive Wealth Solutions
Disclosures
Please visit the SEC profile of Kevin Astry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hbks Wealth Advisors
Naples, FL
Sarasota, FL
Warrendale, PA
Warrendale, PA
Conshohocken, PA
Naples, FL
Stuart, FL
Naples, FL
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