AR
Augustine A. Repetto
HBKS WEALTH ADVISORS
Conshohocken, PA 19428
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CRD#: 2682833
AR
Professional summary
Augustine Anton Repetto, CFP®, who also goes by Gus Repetto, is a registered financial advisor currently at HBKS WEALTH ADVISORS located in Conshohocken, Pennsylvania.
Augustine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Augustine has worked at 11 firms and has passed the Series 65, Series 63, Series 31, Series 55 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gus Repetto
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.
1) WYNDMOOR PROPERTIES, LLC; NON INVESTMENT RELATED; ADDRESS; COMMERCIAL REAL ESTATE; MEMBER; 06/2016; # HRS/MO # HRS/MO DURING TRADING; PARTNER 2) HBK Fort Myers Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2020. 0 Hrs/Mo. Passive. 3) HBK Erie Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2020. 0 Hrs/Mo. Passive. 4) HBK Hermitage Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2020. 0 Hrs/Mo. Passive. 5) HBK Meadville Realty, LLC. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Rental Property. Principal/Owner. 03/2020. 0 Hrs/Mo. Passive. 6) HBK Financial Holdings. Not Investment Related. 6603 Summit Drive, Canfield OH 44406. Holding Company. Owner/Member. Start 9/2017. 0 hours per month. Passive Owner. 7) Studio Incamminati. Not Investment Related. 1901 S 9th St, Philadelphia, PA 19148. Art School. Board member. Start 11/2022. 1 hr per month/0 during trading. Board Member. 8) HBK Sorce Insurance LLC. Not Investment Related. 6603 Summit Dr, Canfield, OH 44406. Insurance Agency. Insurance Agent. 06/2023. 5 hr per month/5 during trading. Insurance sales.
CRS (Client Relationship Summary) - RIA
Click below to view Augustine Anton Repetto's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
October 6, 2017 - Present
HBKS WEALTH ADVISORS
Office #1: 101 W Elm St Suite 350, Conshohocken, PA 19428RIA
CRD#: 112139
Conshohocken, PA
Past
September 3, 2008 - December 31, 2017
LOCUST CAPITAL MANAGEMENT LLC
RIA
CRD#: 148148
PHILADELPHIA, PA
Past
June 6, 2006 - September 5, 2008
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
RED BANK, NJ
Past
May 8, 2006 - September 5, 2008
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
RED BANK, NJ
Past
March 12, 2004 - January 31, 2005
ENSEMBLE FINANCIAL SERVICES, INC.
BD
CRD#: 17443
PITTSFORD, NY
Past
April 11, 2003 - March 7, 2006
COMPREHENSIVE INVESTMENT SOLUTIONS, LLC
RIA
CRD#: 119284
YARDLEY, PA
Past
October 28, 2002 - April 3, 2003
COMPREHENSIVE INVESTMENT SOLUTIONS INC
RIA
CRD#: 107055
YARDLEY, PA
Past
October 28, 2002 - March 21, 2006
CPA INVESTMENT SOLUTIONS, LLC
RIA
CRD#: 108317
YARDLEY, PA
Past
April 8, 2002 - October 9, 2002
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
February 21, 2001 - February 20, 2002
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
NEW YORK, NY
Past
March 28, 2000 - January 24, 2001
B-TRADE SERVICES LLC
BD
CRD#: 41262
NEW YORK, NY
Past
October 7, 1999 - May 1, 2000
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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".
HW
HBKS WEALTH ADVISORS
HBK ADVISORY SERVICES LLC | PRESQUE ISLE CAPITAL MANAGEMENT | LEVEL 3 | HBKS WEALTH ADVISORS | HBK SORCE FINANCIAL LLC | HBK SORCE ADVISORY LLC
CRD#: 112139 / SEC#: 801-60424
RIA
Registered Investment Advisory firm - (7/19/2001 Approved)Ohio
Registered Investment Advisory firm - (11/28/2000 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/29/2001 Terminated)Wyoming
Registered Investment Advisory firm - (11/9/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/4/2023)
IAR
Illinois(11/8/2023)
IAR
New Jersey(3/6/2023)
IAR
New York(8/18/2021)
IAR
Pennsylvania(10/6/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/19/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Current Firm
HW
HBKS WEALTH ADVISORS
HBK ADVISORY SERVICES LLC | PRESQUE ISLE CAPITAL MANAGEMENT | LEVEL 3 | HBKS WEALTH ADVISORS | HBK SORCE FINANCIAL LLC | HBK SORCE ADVISORY LLC
CRD#: 112139 / SEC#: 801-60424
RIA
Registered Investment Advisory firm - (7/19/2001 Approved)Ohio
Registered Investment Advisory firm - (11/28/2000 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/29/2001 Terminated)Wyoming
Registered Investment Advisory firm - (11/9/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2725 Colonial Ave, Erie, PA 16506
Mailing Address
Phone number
(814) 836-5776
Established
Firm type
Fiscal year end
# of Employees
109
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 21,190 |
| AUM (Assets Under Management) | $ 7,661,939,874 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 07/28/2023 |
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.
