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Ryan William Hawk

Hbks Wealth Advisors

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About Ryan William Hawk

Ryan William Hawk is a financial advisor with Hbks Wealth Advisors. Ryan has been in the industry for over 18 years, specializing in providing financial planning, portfolio management, and investment advisory services to individuals, high net worth individuals, corporations, and charitable organizations. Ryan holds the Series 7, Series 66, and SIE securities licenses, as well as the Certified Financial Planner designation. Ryan is registered as an investment advisor representative in Florida, North Carolina, and Texas. In addition to his role at Hbks Wealth Advisors, Ryan is also an insurance agent with HBK Sorce Insurance.

Firm Information

Ryan Hawk 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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Ryan Hawk’s Registration & Firm History

FL

11/08/2023 - Present

Hbks Wealth Advisors (Naples FL)

FL

01/16/2019 - 11/02/2020

PURSHE KAPLAN STERLING INVESTMENTS (NAPLES FL)

NC

02/24/2014 - 01/17/2019

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

FL

05/23/2008 - 02/11/2014

ROYAL ALLIANCE ASSOCIATES, INC. (BOCA RATON FL)

FL

12/17/2007 - 04/29/2008

NATCITY INVESTMENTS, INC. (WELLINGTON FL)

FL

03/28/2007 - 12/18/2007

SUNTRUST INVESTMENT SERVICES, INC. (GAINESVILLE FL)

FL

03/14/2005 - 07/18/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 04/22/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan William Hawk.
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