Kevin Astry is a registered investment advisor, based in Fredonia, NY, with 16 years of industry experience.
Location
33 Church Street, Floor 2, Fredonia, NY, 14063
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Regulatory History
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 ActivitiesSells Insurance
Kevin is a registered representative with Purshe Kaplan Sterling Investments LLC and an investment advisor representative with HBKS Wealth Advisors, dedicating about a quarter and nearly full-time respectively. He is also an insurance agent with HBK Sorce Insurance LLC, spending a few hours per week on this activity.
Employment History
Current Registrations
Hbks Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations2 states
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.