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Dakota Mezzacapo

Hbks Wealth Advisors

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About Dakota Mezzacapo

Dakota Mezzacapo is an Investment Advisor Representative at Hbks Wealth Advisors. Dakota has been in the industry since December 2019. Dakota is registered in Pennsylvania. Dakota has passed the Series 65 and SIE exams. Dakota specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and publication of periodicals. Dakota is also a licensed agent.

Firm Information

Dakota Mezzacapo is currently registered with Hbks Wealth Advisors. Hbks Wealth Advisors is a financial advisory firm located in Erie, Pennsylvania. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and publication of periodicals. Hbks Wealth Advisors manages over $6.5 billion in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm employs over 75 investment advisor representatives and has over 20,000 accounts.
Hbks Wealth Advisors

ZUCK ROAD OFFICE PARK

ERIE, PA 16506

$6.50B

Assets Under Management

300

Total Clients

78

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dakota Mezzacapo’s Registration & Firm History

PA

03/05/2021 - Present

Hbks Wealth Advisors (Erie PA)

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Licenses & Designations

IA

Issued 03/05/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dakota Mezzacapo.
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