Unclaimed Profile

Raymond Dean Piccirillo

HBK SORCE ADVISORY LLC·ERIE, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 28, Series 63CFP25 years registeredHBK SORCE ADVISORY LLC

ZUCK ROAD OFFICE PARK, ERIE, PA 16506CRD# 2087302Firm CRD# 112139

Profile Verification

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

Identity

Raymond Dean Piccirillo · ERIE, PA

Registration

CRD #2087302 · HBK SORCE ADVISORY LLC · 25 years registered

Brand Profile

Not yet started

Career History

HBKS WEALTH ADVISORS

Jun 2001 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 28

Series 63

Registration record

First registered · June 6, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2012Customer Dispute·Closed-No Action

2008Customer Dispute·Closed-No Action

2005Customer Dispute·Settled

3 disclosure events 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 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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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