Christopher Allegretti is a control person of HBK Sorce Advisory and directly owns under 5% of it. Christopher Allegretti holds a Bachelor of Science in Accounting from Edinboro University.
HBK Sorce Advisory is an investment adviser based in Erie, PA, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $7.66 billion, as filed on 17 February 2026. Its fees, ownership and offices are on the firm’s profile.
Christopher M. Allegretti is Chief Executive Officer of HBKS Wealth Advisors. He provides strategic direction to the firm and works with its offices in Ohio, Pennsylvania, New York, New Jersey and Florida. He joined HBK in 1984, was named a Principal in 1994, and in 2004 became Managing Principal and the first Chief Executive Officer of the combined HBK CPAs & Consultants and HBKS Wealth Advisors. In 2024 he transitioned to CEO Emeritus of HBK CPAs & Consultants while continuing as Chief Executive Officer of HBKS Wealth Advisors.
- CRD
- 4272280
- Firm
- HBK Sorce Advisory · CRD 112139
- Role
- Chairman, Member
- In role since
- March 2001 · 25 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Erie, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hbkswealth.com
Where does Christopher Allegretti work?
Christopher Allegretti has been Chairman, Member of HBK Sorce Advisory LLC since March 2001, and is a control person of the firm.
How can I verify Christopher Allegretti’s record?
Christopher Allegretti’s role is listed on HBK Sorce Advisory LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 112139.