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Brian Scott Sommers

Investment Adviser Representative at HBKS WEALTH ADVISORS

Warrendale, PACRD #1487020Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
1 states
Exams Passed
2

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/21/2000
Series 7
General Securities Representative Examination
Passed 9/8/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

HBKS Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PARK SHORE PARTNERS LLCCurrent
8/17/2023Warrendale, PA
HBKS WEALTH ADVISORSCurrent
6/16/2014Warrendale, PA
FUSION INVESTMENT GROUP, LLC
8/9/20126/27/2014Pittsburgh, PA
PARTNERVEST ADVISORY SERVICES LLC
12/9/20136/16/2014Pittsburgh, PA
MCKINLEY CARTER WEALTH SERVICES, INC.
11/29/20077/23/2012Wheeling, WV
VISTA INVESTMENT MANAGEMENT, LLC
10/23/200612/21/2007Pittsburgh, PA
GARRISON INSTITUTIONAL ASSET MANAGEMENT
11/6/200112/31/2004Pittsburgh, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Scott Sommers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Brian Scott Sommers - Financial Advisor in Warrendale, PA | AdvisorFinder