AS
CFP
AS
CFP

Anthony James Scrocco

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
7,468 clients
Average Client Portfolio
$871K average
Assets Under Management
$6.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

6603 Summit Drive, Canfield, OH, 44406

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hbks Wealth Advisors
December 2013 - Present · 12 yrs 2 mos
Previous Registrations
Park Shore Partners LLC
December 2013 - October 2017 · 3 yrs 10 mos
State Registrations4 states
FLOHPATX
Advisor
Exams
No exam information available for this advisor.