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Robert Salvatore Nabel

Hbks Wealth Advisors

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About Robert Salvatore Nabel

Robert Salvatore Nabel is a financial advisor with Hbks Wealth Advisors. Robert has over 10 years of experience in the financial services industry. Robert holds a Series 7TO, Series 6, Series 63 and Series 65 license and has achieved the Certified Financial Planner designation. Robert's specialties include portfolio management for individuals, businesses, and pension consulting. Robert has previous experience with LPL Financial LLC and NYLIFE Securities LLC.

Firm Information

Robert Nabel 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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Robert Nabel’s Registration & Firm History

NJ

01/10/2024 - Present

Hbks Wealth Advisors (Holdmel NJ)

NJ

03/30/2020 - 01/26/2024

LPL FINANCIAL LLC (HOLMDEL NJ)

NJ

06/01/2018 - 02/18/2020

NYLIFE SECURITIES LLC (EDISON NJ)

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Licenses & Designations

IA

Issued 08/25/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Salvatore Nabel.
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