Seth Patrick rudy Higgins
Investment adviser representative at Hb Wealth
11 yearsExperience
1 stateRegistered in
$30.2BFirm assets
4 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
Experience
11 years in the industry.
- Hb WealthDec 2025 to now
- Hb Wealth Management, LLCDec 2025 to now
- Equitable Advisors, LLCJun 2025 to Nov 2025
- Leadline IncJan 2024 to May 2024
- Millon EventsJun 2022 to Jun 2025
- Higgins Crab HouseMay 2021 to Aug 2021
- Ocean Pines Yacht Club DinerMay 2021 to Aug 2021
- Loyola University of MarylandAug 2020 to May 2024
- Eline Funeral HomeJun 2019 to Aug 2020
- St. Paul's SchoolAug 2018 to Jun 2020
- Gerstell AcademyAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 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
- 8030808
- Firm CRD
- 316731