Investment adviser representative · Hbw Advisory Services LLC
Kerri C. Herlick
CRD 4823865 · Simi Valley, CA
At a glance
Kerri C. Herlick is an investment adviser representative with Hbw Advisory Services LLC in Simi Valley, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kerri’s SEC record dates to 2012, about 14 years ago.
Current advisory firm
- Hbw Advisory Services LLCSince February 2021Simi Valley, CA · $1.7B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kerri’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.