Christopher
Allegretti
Hbks Wealth Advisors
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About this Advisor
Christopher Allegretti is a financial advisor based in Erie, Pennsylvania with 7 years of industry experience. Allegretti is an advisor for Hbks Wealth Advisors. The advisor has gained experience at Purshe Kaplan Sterling Investments, Hbks Wealth Advisors, Penn State and Hbk Sorce Insurance LLC. Allegretti maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida, New York, Pennsylvania and Texas. Hbks Wealth Advisors is a financial advisory business operating out of Erie, PA. It has offices in 13 locations and a total of 95 financial advisors. It handles $5 billion in assets under management among its 15,664 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 15,664 accounts, 18% belong to high-net-worth investors who have more than $1 million in assets available to invest. Hbks Wealth Advisors performs a broad array of services, such as 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. Fees charged by financial advisors are based on which services are provided. However, fees billed by Hbks Wealth Advisors may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hbks Wealth Advisors Brokerage Details
$4,991,756,194
95
15,664
$318,677
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
Christopher Allegretti Work History
Christopher has been registered as a financial advisor for 7 years.*
Hbk Sorce Insurance LLC
Purshe Kaplan Sterling Investments
Hbks Wealth Advisors
Hbks Wealth Advisors
Penn State
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Allegretti 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
Erie, PA
Erie, PA
Philadelphia, PA
Naples, FL
Warrendale, PA
Stuart, FL
Philadelphia, PA
Fredonia, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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