David Darwish
CFP®Professional Summary
David Darwish, CFP® is a registered financial advisor currently at HBKS WEALTH ADVISORS located in Naples, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Naples, Florida. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. David has worked at 8 firms and has passed the Series 66, Series 99TO, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
HBK ADVISORY SERVICES LLC | PRESQUE ISLE CAPITAL MANAGEMENT | LEVEL 3 | HBKS WEALTH ADVISORS | HBK SORCE FINANCIAL LLC | HBK SORCE ADVISORY LLC
Contact Information
Main Address
2725 Colonial Ave, Erie, PA 16506Phone Number
(814) 836-5776# of Employees
109SEC notice filing (30 States and Territories)
Registered to provide investment advisory services in 30 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
21,190AUM (Assets Under Management)
$7,661,939,874Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2026 | Cover Page | Report |
| 01/20/2026 | Cover Page | Report |
| 10/25/2024 | Cover Page | Report |
| 07/28/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
HBK ADVISORY SERVICES LLC | PRESQUE ISLE CAPITAL MANAGEMENT | LEVEL 3 | HBKS WEALTH ADVISORS | HBK SORCE FINANCIAL LLC | HBK SORCE ADVISORY LLC
State Registrations and Notice Filings
(1/2/2020)
(8/11/2026)
(5/27/2016)
(3/24/2022)
(10/12/2023)
(8/11/2026)
(2/17/2005)
(1/2/2009)
(12/19/2018)
(8/11/2026)
(1/2/2009)
(8/11/2026)
(4/17/2025)
(5/29/2025)
(8/11/2026)
(1/2/2009)
(9/13/2024)
(3/22/2022)
(2/19/2009)
(8/11/2026)
(4/8/2019)
(8/11/2026)
(8/11/2026)
(3/6/2023)
(2/28/2019)
(8/2/2021)
(2/5/2013)
(12/9/2015)
(1/2/2009)
(1/2/2009)
(1/2/2009)
(3/25/2022)
(10/13/2022)
(5/29/2025)
(5/2/2008)
(1/2/2009)
(12/19/2018)
(10/13/2022)
(1/2/2020)
(8/11/2026)
(8/11/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Aug 2004About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2004About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view David Darwish's CRS (Customer Relationship Summary).
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