AdvisorOS Directory
Claim Profile
Unclaimed Profile
AW

Anthony Brent Wauterlek

PARK SHORE PARTNERS LLC·ERIE, Pennsylvania
Series 7, Series 63, Series 65Clean record25 years registeredPARK SHORE PARTNERS LLC
5121 ZUCK ROAD, ERIE, PA 16506CRD# 2711220Firm CRD# 145265

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Brent Wauterlek · ERIE, PA
Registration
CRD #2711220 · PARK SHORE PARTNERS LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

PARK SHORE PARTNERS LLC
Sep 2008 – present
HBKS WEALTH ADVISORS
Jun 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 27, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARK SHORE PARTNERS LLC
CRD 145265 · SEC 801-68594
AUM
$115M
Regulatory assets under management
Employees
12
5 client accounts
Services offered by PARK SHORE PARTNERS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at PARK SHORE PARTNERS LLC →
Introduction

Speak with Anthony

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Anthony is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ERIE?

Browse all registered financial advisors in ERIE, Pennsylvania or claim this profile if it's yours.

Browse ERIE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Anthony Brent Wauterlek offer?
Anthony Brent Wauterlek specializes in Retirement Planning. Contact their office in ERIE, Pennsylvania for a consultation.
What are Anthony Brent Wauterlek's credentials?
Anthony Brent Wauterlek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Brent Wauterlek located?
Anthony Brent Wauterlek is based in ERIE, Pennsylvania, working with PARK SHORE PARTNERS LLC. Their office serves clients in the ERIE metropolitan area and surrounding communities.
How does Anthony Brent Wauterlek charge for services?
Anthony Brent Wauterlek's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARK SHORE PARTNERS LLC?
PARK SHORE PARTNERS LLC has approximately 12 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PARK SHORE PARTNERS LLC

Michael Gustave Wassmann
ERIE, PA
Dan E Baer
ERIE, PA
Scott Allan Cross
ERIE, PA
CFA

More Advisors in ERIE, Pennsylvania

Christopher James Hines
HBK SORCE ADVISORY LLC·ERIE, PA
Donald Lee Smith
PROVIDENT WEALTH MANAGEMENT INC·ERIE, PA
ChFC
Arthur Anthony Laneve
ECM ADVISORS INC·ERIE, PA
Phillip Lyle Wilson
HBK SORCE ADVISORY LLC·ERIE, PA
Steven Michael Rinn
HBK SORCE ADVISORY LLC·ERIE, PA
CFP
Quinto Fabio Ambrosetti
HBK SORCE ADVISORY LLC·ERIE, PA
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile