SC
CFA
SC
CFA

Scott Cross

27 Years of Experience
Erie, PA
Broker

Scott Cross is a CFA-designated registered investment advisor, based in Erie, PA, with 27 years of industry experience.

Location

2725 Colonial Ave, Erie, PA, 16506

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Scott is an Investment Advisor Representative and Chief Operating Officer at HBK Sorce Advisory, dedicating full-time hours to this role. He also has ownership or membership roles in various real estate and holding companies, as well as providing back office services to other RIAs, but these activities require minimal to no time commitment.

Employment History
Current Registrations
Hbk Sorce Brokerage LLC
November 2024 - Present · 1 yr 6 mos
Hbk Sorce Brokerage LLCBroker
November 2024 - Present · 1 yr 6 mos
Hbks Wealth Advisors
July 2006 - Present · 19 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2009 - November 2020 · 11 yrs 10 mos
Securities America Advisors, INC.
July 2003 - July 2006 · 3 yrs
Securities America, INC.Broker
December 1998 - January 2009 · 10 yrs 1 mo
State Registrations3 states
NEOHPA
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.