Dan E. Baer

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CRD#: 4556250

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.

Dan E Baer was a registered financial professional .

Dan is a previously registered financial professional and started their career in finance in 2001. Dan had worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

PARK SHORE PARTNERS LLC, 3838 TAMIAMI TRAIL NORTH, NAPLES, FL 34103. HEDGE FUND. PORTFOLIO MANAGER. JANUARY 1, 2008, I SPEND 25% OF MY TIME WITH THIS BUSINESS, ALL DURING TRADING HOURS HBK SORCE HOLDINGS LLC, 6603 Summit Drive, Canfield, OH 44406. HBK ERIE REALTY CO., LLC; HBK FORT MYERS REALTY LLC; HBK HERMITAGE REALTY LLC; HBK MEADVILLE REALTY CO., LLC; HBK NAPLES REALTY LLC; LOCATED AT 6603 SUMMIT DR, CANFIELD OH, 44406; PASSIVE OWNER HBKS WEALTH ADVISORS, 3838 TAMIAMI TRAIL N, NAPLES, FL 34103, REGISTERED INVESTMENT ADVISORY FIRM, INVESTMENT ADVISOR REPRESENTATIVE, 75% OF MY TIME DURING MARKET HOURS

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

September 18, 2008 - September 25, 2025

PARK SHORE PARTNERS LLC

RIA

CRD#: 145265

ERIE, PA

Past

February 1, 2001 - September 25, 2025

HBKS WEALTH ADVISORS

RIA

CRD#: 112139

Naples, FL

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".

PARK SHORE PARTNERS LLC

CRD#: 145265 / SEC#: 801-68594

RIA

Registered Investment Advisory firm - (11/28/2007 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: 10/18/2000

Uniform Investment Adviser Law Examination

Current Firm

PARK SHORE PARTNERS LLC

CRD#: 145265 / SEC#: 801-68594

RIA

Registered Investment Advisory firm - (11/28/2007 Approved)

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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

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

PARK SHORE PARTNERS LLC ADV PART 2A 11-11-25 (11/12/2025)

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 109,865,244

Red Flags

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Dan E. Baer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PARK SHORE PARTNERS LLC

HBKS WEALTH ADVISORS

Primary Firm SEC Registration

PARK SHORE PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2000

Current Firm

PARK SHORE PARTNERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARK SHORE PARTNERS LLC

TRUST BUT VERIFY

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