Unclaimed Profile

Brett David Hoover

BLUE INVESTMENT PARTNERS LLC·DANVILLE, California

SIE, Series 7, Series 24, Series 63, Series 65Clean record7 years registeredBLUE INVESTMENT PARTNERS LLC

312 RAILROAD AVENUE, DANVILLE, CA 94526CRD# 2068822Firm CRD# 298444

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett David Hoover · DANVILLE, CA

Registration

CRD #2068822 · BLUE INVESTMENT PARTNERS LLC · 7 years registered

Brand Profile

Not yet started

Career History

TRUE NORTH ADVISORS, LLC

Sep 2025 – present

BLUE INVESTMENT PARTNERS LLC

Jul 2019 – Jul 2025

GREENSBORO, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 11, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE INVESTMENT PARTNERS LLC

CRD 298444 · SEC 801-128241

AUM

$260M

Regulatory assets under management

Employees

128 client accounts

Services offered by BLUE INVESTMENT PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUE INVESTMENT PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Brett David Hoover offer?

Brett David Hoover specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DANVILLE, California for a consultation.

What are Brett David Hoover's credentials?

Brett David Hoover is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett David Hoover located?

Brett David Hoover is based in DANVILLE, California, working with BLUE INVESTMENT PARTNERS LLC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.

How does Brett David Hoover charge for services?

Brett David Hoover's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE INVESTMENT PARTNERS LLC?

BLUE INVESTMENT PARTNERS LLC has approximately 2 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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