HBK SORCE ADVISORY LLC of ERIE, PA is an SEC-registered investment adviser (CRD 112139). Regulatory assets under management: $7.7B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
Showing 25 of 51 people.
| Name | Role | Location |
|---|---|---|
| Michael Gustave Wassmann | CHIEF COMPLIANCE OFFICER | — |
| Scott Allan Cross | MEMBER, CHIEF OPERATING OFFICER | — |
| Brian Scott Sommers | CHIEF INVESTMENT OFFICER, MEMBER | — |
| Christopher Mark Allegretti | CHAIRMAN, MEMBER | — |
| Jeremy T Shelby | MEMBER | — |
| Dan E Baer | MEMBER | — |
| Raymond Dean Piccirillo | MEMBER | — |
| Richard Charles Morrow | MEMBER | — |
| Stephen Carl Schramm | MEMBER | — |
| Gerald William Hall | MEMBER | — |
| James Anthony Arcoraci | MEMBER | — |
| Steven Michael Rinn | MEMBER | — |
| David Darwish | MEMBER | — |
| Quinto Fabio Ambrosetti | MEMBER | — |
| Matthew James Costigan | MEMBER | — |
| Ryan Henry Furtwangler | MEMBER | — |
| William Francis Casey | MEMBER | — |
| Augustine Anton Repetto | MEMBER | — |
| Brian William Mallette | MEMBER | — |
| Thomas J Taranto | MEMBER | — |
| Brittany Lauren Taylor | MEMBER | — |
| Christopher James Hines | MEMBER | — |
| WILSON PHILLIP LYLE | PRESIDENT; PRESIDENT/CCO; TREASURER | — |
| ALLEGRETTI CHRISTOPHER MARK | CHAIRMAN; CHAIRMAN AND TREASURER; CHAIRMAN, MEMBER | — |
| SORCE CHRISTOPHER NEAL | MANAGING PRINCIPAL; MEMBER | — |
Showing 15 of 24 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| CONSHOHOCKEN | PA | 10 | 215-735-9530 |
| CONSHOHOCKEN | PA | 10 | 215-735-9530 |
| NAPLES | FL | 8 | 239-919-1268 |
| NAPLES | FL | 8 | 239-919-1268 |
| STUART | FL | 8 | 772-287-4110 |
| STUART | FL | 8 | 772-287-4110 |
| WARRENDALE | PA | 7 | 724-934-8200 |
| WARRENDALE | PA | 7 | 724-934-8200 |
| FREDONIA | NY | 6 | 716-672-7800 |
| FREDONIA | NY | 6 | 716-672-7800 |
| CANFIELD | OH | 5 | 330-758-0428 |
| MEADVILLE | PA | 5 | 814-336-1512 |
| MEADVILLE | PA | 5 | 814-336-1512 |
| CANFIELD | OH | 5 | 330-758-0428 |
| SARASOTA | FL | 3 | 941-957-4244 |