HBK Sorce Brokerage LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Canfield, Ohio
CRD number
107690
Registered since
September 1, 2026

Firm profile

FINTRX

Overview

HBK Sorce Brokerage LLC is organized as a limited liability company and appears in public records as a brokerage entity. The firm is listed as SEC-registered in 2026 and is owned by a combination of a domestic entity and an individual. Regulatory classifications in the available snapshot are minimal (listed as unclassified) and the firm reports that it is not a multi-state adviser, not a pension consultant, and not a related adviser to another registered firm. Publicly recorded attributes indicate limited operational detail beyond its registration and entity type. The firm does not identify itself as an active ESG investor, and it is not flagged as a capital allocator in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Michael Wassmann

    Michael Wassmann

    Chief Compliance OfficerCRD 5621134

  • Scott Cross

    Scott Cross

    Chief Operating Officer, PrincipalCRD 3155528

  • Thomas Michael Angelo

    Chief Executive OfficerCRD 5034129

Contacts

3 of 3
  • David John Blasko

    PrincipalCRD 6392437

  • Steven Heere

    Director of FinanceCRD 7980030

  • Dominic Anthony Iii Mastropietro

    Executive CommitteeCRD 7813668

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Canfield, OH

Mahoning

Location

Canfield, OH

Headquartered in Canfield, OH, anchoring the Youngstown-Warren, OH-PA metro in the Midwest.

Metro area
Youngstown-Warren, OH-PA
Region
Midwest
County
Mahoning
Address
6603 Summit Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth