HBKS Wealth Advisors (operating through SEC-registered HBK Sorce Advisory LLC) is a fiduciary wealth management and CPA-integrated financial planning firm located on Summerlin Lakes Drive in Fort Myers, Florida. Led in Fort Myers by Principal and Senior Financial Advisor Raymond Dean ("R. Dean") Piccirillo, MSFS, CFP®, CRPS®, AIFA®, alongside Senior Financial Advisor Kerri Goldsmith, CFP®, CRPS®, AIF®, CDFA®, and Financial Advisor Iris Jazmin Serrano-Faria, CFP®, the practice serves retirees, widows, and families throughout Fort Myers, Sanibel, Cape Coral, and Lee County.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (R. Dean Piccirillo, CFP®); HBKS Wealth Advisors Fort Myers Office
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-60424 (HBK Sorce Advisory LLC dba HBKS Wealth Advisors); SEC-registered fiduciary investment adviser with a dedicated Fort Myers, FL regional office.
Issuer: Certified Financial Planner Board of Standards / SEC
Notes: Led in Fort Myers by Principal & Senior Financial Advisor R. Dean Piccirillo, MSFS, CFP®, CRPS®, AIFA® (CRD #2087302), Senior Financial Advisor Kerri Goldsmith, CFP®, CRPS®, AIF®, CDFA® (CRD #5650117), and Financial Advisor Iris Serrano-Faria, CFP® (CRD #7712331).
Factual details and direct answers about HBKS Wealth Advisors's services, licensing, and credentials.
What is the SEC registration of HBKS Wealth Advisors in Fort Myers?
HBKS Wealth Advisors (HBK Sorce Advisory LLC) is an active SEC-registered Investment Adviser operating under CRD #112139 and SEC File #801-60424.
Who are the Certified Financial Planner (CFP®) advisors at the HBKS Fort Myers office?
The Fort Myers advisory team includes Principal R. Dean Piccirillo, MSFS, CFP®, CRPS®, AIFA® (CRD #2087302), Senior Financial Advisor Kerri Goldsmith, CFP®, CRPS®, AIF®, CDFA® (CRD #5650117), and Financial Advisor Iris Serrano-Faria, CFP® (CRD #7712331).
Where is HBKS Wealth Advisors located in Fort Myers?
The office is located off Summerlin Road and Boy Scout Drive at 8010 Summerlin Lakes Drive, Suite 200, Fort Myers, Florida 33907.
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