BS
CFA
BS
CFA

Brian Scott Sommers

22 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
5 clients
Average Client Portfolio
$23.1M average
Assets Under Management
$115.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Loading...

Location

200 Pinewood Lane, Suite 204, Warrendale, PA, 15086

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brian owns multiple rental properties through various LLCs (HBK Fort Myers Realty, HBK Erie Realty, HBK Hermitage Realty, and HBK Meadville Realty) and is a passive owner of HBK Financial Holdings. He is also a Principal and Chief Investment Officer for HBKS Wealth Advisors and Park Shore Partners, spending full-time hours at each.

Employment History
Current Registrations
Park Shore Partners LLC
August 2023 - Present · 2 yrs 6 mos
Hbks Wealth Advisors
June 2014 - Present · 11 yrs 8 mos
Previous Registrations
Partnervest Advisory Services LLC
December 2013 - June 2014 · 6 mos
Fusion Investment Group, LLC
August 2012 - June 2014 · 1 yr 10 mos
Mckinley Carter Wealth Services, INC.
November 2007 - July 2012 · 4 yrs 8 mos
Vista Investment Management, LLC
October 2006 - December 2007 · 1 yr 2 mos
Garrison Institutional Asset Management
November 2001 - December 2004 · 3 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.