AdFi
SF

Shawn Fodge

Investment Adviser Representative at HBKS WEALTH ADVISORS

Warrendale, PACRD #5101092Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/17/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 3/21/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/16/2012
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/28/2006

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.

HBKS WEALTH ADVISORSCurrent
7/14/2022Warrendale, PA
FIDELITY PERSONAL AND WORKPLACE ADVISORS
11/3/20215/24/2022Cranberry Township, PA
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
2/17/20209/21/2021Pittsburgh, PA

Official records & sources

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

Other advisors at HBKS WEALTH ADVISORS

Showing 12 of 74 in the directory

View HBKS WEALTH ADVISORS firm profile
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. Shawn Fodge 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.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Shawn Fodge - Financial Advisor in Warrendale, PA | AdvisorFinder