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Zachary M. Allegretti

Investment Adviser Representative at HBKS WEALTH ADVISORS

CRD #6100972Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
19 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 19 states
ArizonaCaliforniaFloridaIdahoIllinoisLouisianaMichiganMississippiNew JerseyNew YorkNorth CarolinaOhioOregonPennsylvaniaSouth CarolinaTexasVirginiaWashingtonWisconsin

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.

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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. Zachary M. Allegretti 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.