Gary R. Anderson

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CRD#: 2610139

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Robert Anderson, who also goes by Gary R Anderson, was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1995. Gary had worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Gary R Anderson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 24, 2025 - April 7, 2026

HB WEALTH

RIA

CRD#: 316731

Towson, MD

Past

July 10, 2014 - January 30, 2025

WMS PARTNERS, LLC

RIA

CRD#: 109971

TOWSON, MD

Past

August 22, 2008 - July 7, 2014

GLASS JACOBSON WEALTH ADVISORS

RIA

CRD#: 120141

OWINGS MILLS, MD

Past

August 15, 2008 - July 24, 2014

TRIAD ADVISORS LLC

CRD#: 25803

OWINGS MILLS, MD

Past

November 10, 2004 - August 22, 2008

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

COLUMBIA, MD

Past

January 3, 2003 - November 15, 2004

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

February 12, 2002 - October 30, 2009

GRA FINANCIAL ADVISORS, LLC

RIA

CRD#: 123936

BALTIMORE, MD

Past

July 15, 1999 - February 20, 2003

HOSTETLER CHURCH + ASSOCIATES, LLC

RIA

CRD#: 120630

COLUMBIA, MD

Past

May 4, 1998 - December 31, 2002

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

January 1, 1997 - May 4, 1998

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

May 10, 1995 - January 1, 1997

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HB WEALTH

CRD#: 316731 / SEC#: 801-122595

RIA

Registered Investment Advisory firm - (11/5/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/21/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/24/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/9/1995

General Securities Representative Examination

Current Firm

HB WEALTH

CRD#: 316731 / SEC#: 801-122595

RIA

Registered Investment Advisory firm - (11/5/2021 Approved)

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Contact information

Main Address

3550 Lenox Rd Suite 2700, Atlanta, GA 30326

Mailing Address

Phone number

(404) 264-1400

Established

Firm type

Fiscal year end

# of Employees

215

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOMRICH BERG BROCHURE (1/6/2026)

Regulatory assets under management

Total Number of Accounts	24,625
AUM (Assets Under Management)	$ 25,880,296,192

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/18/2025	Cover Page	Report
11/25/2024	Cover Page	Report
10/23/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Gary R. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HB WEALTH

WMS PARTNERS, LLC

GLASS JACOBSON WEALTH ADVISORS

TRIAD ADVISORS LLC

KESTRA INVESTMENT SERVICES, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

GRA FINANCIAL ADVISORS, LLC

HOSTETLER CHURCH + ASSOCIATES, LLC

KESTRA INVESTMENT SERVICES, LLC

MUTUAL SERVICE CORPORATION

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

HB WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/1996

Series 63

Date: 10/24/1995

Series 7

Date: 5/9/1995

Current Firm

HB WEALTH

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HB WEALTH

TRUST BUT VERIFY

Contact information

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