Unclaimed Profile

Matthew James Costigan

HBK SORCE ADVISORY LLC·ERIE, Pennsylvania

SIE, Series 7, Series 7TO, Series 66CFPPFS17 years registeredHBK SORCE ADVISORY LLC

ZUCK ROAD OFFICE PARK, ERIE, PA 16506CRD# 5433658Firm CRD# 112139

Profile Verification

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

Identity

Matthew James Costigan · ERIE, PA

Registration

CRD #5433658 · HBK SORCE ADVISORY LLC · 17 years registered

Brand Profile

Not yet started

Career History

HBKS WEALTH ADVISORS

Apr 2010 – present

HBK SORCE ADVISORY LLC

Sep 2008 – Apr 2010

WEXFORD, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · September 3, 2008

Years registered · 17

Professional designations · CFP, PFS

Disclosure History

2016Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Matthew James Costigan offer?

Matthew James Costigan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ERIE, Pennsylvania for a consultation.

What are Matthew James Costigan's credentials?

Matthew James Costigan holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew James Costigan located?

Matthew James Costigan 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 Matthew James Costigan charge for services?

Matthew James Costigan'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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