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Stephen Deryl Burleson

Hbks Wealth Advisors

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About Stephen Deryl Burleson

Stephen Deryl Burleson is a financial advisor at HBKS Wealth Advisors. Stephen has been in the industry since 2018 and has a Series 7, Series 66, and SIE licenses. He is registered with FINRA and the state of Florida. Stephen specializes in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Stephen Burleson 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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Stephen Burleson’s Registration & Firm History

FL

03/22/2024 - Present

Hbks Wealth Advisors (STUART FL)

FL

05/29/2020 - 12/08/2023

JANNEY MONTGOMERY SCOTT LLC (STUART FL)

FL

09/29/2017 - 06/01/2020

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

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Licenses & Designations

BOTH

Issued 11/07/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Deryl Burleson.
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