Unclaimed Profile

Brian Scott Sommers

HBK SORCE ADVISORY LLC·ERIE, Pennsylvania

Series 7, Series 66Clean record24 years registeredHBK SORCE ADVISORY LLC

ZUCK ROAD OFFICE PARK, ERIE, PA 16506CRD# 1487020Firm CRD# 112139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Scott Sommers · ERIE, PA

Registration

CRD #1487020 · HBK SORCE ADVISORY LLC · 24 years registered

Brand Profile

Not yet started

Career History

PARK SHORE PARTNERS LLC

Aug 2023 – present

HBKS WEALTH ADVISORS

Jun 2014 – present

PARTNERVEST ADVISORY SERVICES LLC

Dec 2013 – Jun 2014

PITTSBURGH, PA

FUSION INVESTMENT GROUP, LLC

Aug 2012 – Jun 2014

PITTSBURGH, PA

MCKINLEY CARTER WEALTH SERVICES, INC.

Nov 2007 – Jul 2012

WHEELING, WV

VISTA INVESTMENT MANAGEMENT, LLC

Oct 2006 – Dec 2007

PITTSBURGH, PA

GARRISON INSTITUTIONAL ASSET MANAGEMENT

Nov 2001 – Dec 2004

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 6, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HBK SORCE ADVISORY LLC

CRD 112139 · SEC 801-60424

AUM

$6.5B

Regulatory assets under management

Employees

112

20,275 client accounts

Services offered by HBK SORCE ADVISORY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HBK SORCE ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Brian Scott Sommers offer?

Brian Scott Sommers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ERIE, Pennsylvania for a consultation.

What are Brian Scott Sommers's credentials?

Brian Scott Sommers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Scott Sommers located?

Brian Scott Sommers is based in ERIE, Pennsylvania, working with HBK SORCE ADVISORY LLC. Their office serves clients in the ERIE metropolitan area and surrounding communities.

How does Brian Scott Sommers charge for services?

Brian Scott Sommers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HBK SORCE ADVISORY LLC?

HBK SORCE ADVISORY LLC has approximately 112 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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