Thomas
Taranto

Hbks Wealth Advisors

CRD#5471153
Investment Advisor
in Canfield, OH

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About this Advisor

Thomas Taranto is a financial advisor based in Canfield, Ohio, working with Hbks Wealth Advisors. Thomas has previously held positions at Hbks Wealth Advisors, Purshe Kaplan Sterling Investments, and Hbk Sorce Insurance LLC. Thomas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio, Pennsylvania, and Texas. Currently, Thomas is part of Hbks Wealth Advisors, which operates out of Canfield, Ohio. 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

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6603 Summit Drive
Canfield, OH 44406

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Hbks Wealth Advisors Brokerage Details

Total Assets Under Management

$5,570,269,830

OH Average: $15,833,994,310
Total Number of Employees

105

OH Average: 41
Total Number of Accounts

17,566

OH Average: 3,342
Average Account Size

$317,105

OH Average: $4,737,880

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

Thomas Taranto Work History

2023 - Present (1 year)

Purshe Kaplan Sterling Investments

2011 - Present (13 years)

Hbks Wealth Advisors

2011 - Present (13 years)

Hbk Sorce Insurance LLC

2011 - 2020 (9 years)

Purshe Kaplan Sterling Investments

Disclosures

Please visit the SEC profile of Thomas Taranto 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

William Chase
Sarasota, FL
Jason Klein
Warrendale, PA
Matthew Chlopek
Naples, FL
Ryan Hawk
Naples, FL
Patrick Brown
Naples, FL
Jason Nunnery
Stuart, FL
Brian Sommers
Warrendale, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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