Kerri Candor Herlick
Investment adviser representative at Hbw Advisory Services LLC
13 yearsExperience
1 stateRegistered in
$1.7BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Hbw Advisory Services LLCJul 2018 to now
- Cadaret, Grant & Co., Inc.Apr 2013 to Jun 2018
- Sterling Manor Financial, LLCApr 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
Hbw Advisory Services LLC
$1.7BAssets managed
13,864Clients
68Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4823865
- Firm CRD
- 143665