Unclaimed Profile

Veronica Hoy

ALTERI WEALTH LLC·WESTLAKE VILLAGE, California

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 66Clean record13 years registeredALTERI WEALTH LLC

4195 EAST THOUSAND OAKS BLVD., WESTLAKE VILLAGE, CA 91362CRD# 2777976Firm CRD# 331100

Profile Verification

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

Identity

Veronica Hoy · WESTLAKE VILLAGE, CA

Registration

CRD #2777976 · ALTERI WEALTH LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALTERI WEALTH LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2014 – May 2024

WESTLAKE VILLAGE, CA

MORGAN STANLEY

Feb 2013 – Dec 2013

WOODLAND HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · February 21, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTERI WEALTH LLC

CRD 331100 · SEC 801-130234

AUM

$657M

Regulatory assets under management

Employees

730 client accounts

Services offered by ALTERI WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALTERI WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Veronica Hoy offer?

Veronica Hoy specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Veronica Hoy's credentials?

Veronica Hoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Veronica Hoy located?

Veronica Hoy is based in WESTLAKE VILLAGE, California, last registered with ALTERI WEALTH LLC.

How does Veronica Hoy charge for services?

Veronica Hoy'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 ALTERI WEALTH LLC?

ALTERI WEALTH LLC has approximately 7 employees and manages $657M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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