Role at HB Wealth Management
- Title on Schedule A
- Manager
- Control
- Andrew Klepchick is a control person of HB Wealth Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Andrew Klepchick has held the filed role since September 2021.
The firm
Form ADV filed 3 September 2026
Career on record
Andrew Klepchick has been registered through HB Wealth Management since December 2022, and before that through Synovus Securities, Inc. and Creative Financial Group Ltd.
- Synovus Securities, Inc.– · 5 yearsColumbus, GA · Adviser representative · Firm CRD 14023
- Creative Financial Group Ltd– · 6 yearsAtlanta, GA · Adviser representative · Firm CRD 105617
- Passed Series 53 · 1998
- Passed Series 24 · 1988
- Passed Series 7 and Series 63 · 1986
Registrations and exams
Andrew Klepchick has a current investment-adviser registration in Georgia and South Carolina and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Georgia | Investment adviser representative | Approved | 23 January 2023 |
| South Carolina | Investment adviser representative | Approved | 2 December 2022 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 9 July 1986 |
| Series 53 | Municipal Securities Principal Examination | 22 May 1998 |
| Series 24 | General Securities Principal Examination | 29 November 1988 |
| Series 7 | General Securities Representative Examination | 21 June 1986 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Andrew Richard Klepchick
- CRD
- 1526283
- Registration status
- Investment adviser registration
- Office
- 3550 LENOX RD NE, SUITE 2700, Atlanta, GA 30326
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Andrew Klepchick work?
Andrew Klepchick has been Manager of HB Wealth Management, LLC since September 2021, and is a control person of the firm.
Is Andrew Klepchick a financial advisor?
Yes. Andrew Klepchick has a current investment-adviser registration in Georgia and South Carolina, through HB Wealth Management since December 2022, as of 17 October 2026.
How many years of experience does Andrew Klepchick have?
Andrew Klepchick has worked in the financial industry for 10 years as of 17 October 2026, counted from 16 July 2016, across 3 adviser firms.
What exams has Andrew Klepchick passed?
Andrew Klepchick has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 53. The earliest, the Series 7, was passed in June 1986.
Where did Andrew Klepchick work before HB Wealth Management?
Before HB Wealth Management, Andrew Klepchick was registered through Synovus Securities, Inc., August 2002 to May 2007; Creative Financial Group Ltd, October 2001 to March 2008.
Where is Andrew Klepchick based?
Andrew Klepchick’s registered office is in Atlanta, GA.
Leadership at HB Wealth Management
- Thomas CarrollChief Executive Officer
- James HennessyChief Financial Officer
- Kyle GlennChief Operating Officer
- William McKinneyChief Compliance Officer
- Andrew BergChairman of the Board
- Samuel GrantManager
- Robert W MulcareManager
- Robert G RobertsManager
- David TrujilloManager
- Jenny TuManager