RF
Ryan H. Furtwangler
HBKS WEALTH ADVISORS
STUART, FL 34996
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CRD#: 4679131
RF
Professional summary
Ryan Henry Furtwangler, CFP®, who also goes by Ryan H Furtwangler, is a registered financial advisor currently at HBKS WEALTH ADVISORS located in Stuart, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Stuart, Florida.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Ryan has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan H Furtwangler
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)HBK SORCE ADVISORY, LLC DBA HBKS WEALTH ADVISORS; INVESTMENT RELATED; 1000 SOUTH EAST MONTEREY COMMONS BLVD SUITE 101 STUART, FL 34996 and 360 S. Rosemary Ave, Suite 1010, West Palm Beach FL 33401; FINANCIAL MANAGEMENT; INVESTMENT ADVISOR REPRESENTATIVE; 04/2005; 130 HRS/MO; 130 HRS DURING TRADING; WEALTH MANAGEMENT. 2)HBK SORCE INSURANCE, LLC; INVESTMENT RELATED; 1000 SOUTH EAST MONTEREY COMMONS BLVD SUITE 101 STUART, FL 34996; INSURANCE AGENCY; 04/2005; 5 HRS/MO; 5 HRS DURING TRADING; INSURANCE AGENT. 3)MOLLY'S HOUSE; NON-INVESTMENT RELATED; 430 SOUTH EASET OCEOLA STREET STUART, FL 34994; CHARITABLE; Board of Directors, Development Committee, & Finance Committee; 01/2012; 1 HRS/MO; 0 HRS DURING TRADING; PAST PRESIDENT-VISION AND OVERSIGHT OF BOARD OF DIRECTORS. 4) Martin County Estate Planning Council. Not Investment Related. 789 SW Federal Highway, Suite 214, Stuart, FL 34994. Philanthropic Planning and Grant Review. Grants Committee. 07/2016. 2 Hrs/Mo; All During Trading Hours. Review Grant Applications. 5) Martin Health Foundation Advisory Board. Not Investment Related. 200 SE Hospital Avenue, PO Box 9010, Stuart, FL 34995. Advisor to Hospitals Fundraising Arm. Member. 10/2017. 2 Hrs/Mo; All During Trading Hours. Assist in Fundraising. 6) Mark Garwood Share Foundation. Not Investment Related. 1701 NE Ocean Blvd, Suite 301, Stuart, FL 34996. Fundraising, Scholarship Awards. Board Member. 09/2017. Fundraising. 7) HBK Financial Holdings. Not investment related. 6603 Summit drive, Canfield, OH 44406. Holding company. Passive Owner. Start 9/1/2018. Zero hours per month. No responsibilities. 8) HBK Sorce Holdings. Investment Related. 6603 Summit Drive, Canfield, OH 44406. Holding company. Passive Owner. Start 9/1/2018. Zero hours per month. No responsibilities. 9) HBK Fort Myers Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 10) HBK Erie Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 11) HBK Hermitage Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner. 12) HBK Meadville Realty, LLC. Investment Related. 6603 Summit Drive, Canfield OH 44406. Rental Property. Owner. Start 3/2020. 0 hours per month. Passive Owner.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Henry Furtwangler'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: 2012
Experience
Current
May 4, 2005 - Present
HBKS WEALTH ADVISORS
Office #1: 1000 Se Monterey Commons Blvd., Stuart, FL 34996RIA
CRD#: 112139
STUART, FL
Current
January 2, 2009 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1000 Se Monterey Commons Blvd Suite 101, Stuart, FL 34996BD
CRD#: 35747
STUART, FL
Past
September 23, 2005 - January 7, 2009
SECURITIES AMERICA, INC.
BD
CRD#: 10205
STUART, FL
Past
April 5, 2005 - October 5, 2005
CAP PRO BROKERAGE SERVICES, INC.
BD
CRD#: 103953
COLUMBUS, OH
Past
August 28, 2003 - April 1, 2005
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/24/2022)
RR
California(1/2/2009)
RR
Colorado(8/31/2022)
IAR
Florida(5/5/2005)
RR
Florida(1/2/2009)
RR
Georgia(1/2/2020)
RR
Kentucky(2/17/2021)
RR
Maryland(1/2/2009)
RR
Michigan(2/22/2019)
RR
Missouri(8/31/2022)
RR
North Carolina(8/31/2022)
RR
Ohio(1/11/2016)
RR
Oregon(8/31/2022)
IAR
Pennsylvania(5/4/2005)
RR
Pennsylvania(1/2/2009)
RR
Tennessee(1/13/2023)
IAR
Texas(12/9/2015)
RR
Virginia(8/31/2022)
RR
Wisconsin(8/31/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HBKS WEALTH ADVISORS
CRD#: 112139Stuart, FL 34996TRUST BUT VERIFY
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