Dakota Mezzacapo
Investment adviser representative at Hbks Wealth Advisors
11 yearsExperience
1 stateRegistered in
$7.7BFirm assets
25 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
- Pension consulting
Experience
11 years in the industry.
- Hbks Wealth AdvisorsDec 2019 to now
- Enterprise HoldingsMay 2019 to Dec 2019
- Mercyhurst UniversityOct 2018 to Dec 2018
- Green Meadows Golf CourseApr 2016 to May 2019
- Penn State Erie: the Behrend CollegeAug 2015 to Dec 2019
- Peek'n Peak ResortJun 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hbks Wealth Advisors
Legal name: Hbk Sorce Advisory LLC
$7.7BAssets managed
7,824Clients
65Advisers
25 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
- 7327617
- Firm CRD
- 112139