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Raymond Dean Piccirillo

HBK SORCE ADVISORY LLC·ERIE, Pennsylvania
Unclaimed Profile
ZUCK ROAD OFFICE PARK, ERIE, PA 16506CRD# 2087302Firm CRD# 112139
01

About

Raymond Dean Piccirillo is a registered financial advisor based in ERIE, Pennsylvania, affiliated with HBK SORCE ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HBK SORCE ADVISORY LLC
HBKS WEALTH ADVISORS
AUM
$6.5B
Regulatory assets under management
Employees
112
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2087302
Firm CRD# 112139
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Raymond Dean Piccirillo offer?
Raymond Dean Piccirillo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ERIE, Pennsylvania for a consultation.
What are Raymond Dean Piccirillo's credentials?
Raymond Dean Piccirillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Dean Piccirillo located?
Raymond Dean Piccirillo 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 Raymond Dean Piccirillo charge for services?
Raymond Dean Piccirillo'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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