Unclaimed Profile

Michael R Hoffman

VERDENCE CAPITAL ADVISORS, LLC·HUNT VALLEY, Maryland

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record17 years registeredVERDENCE CAPITAL ADVISORS, LLC

50 SCHILLING ROAD, HUNT VALLEY, MD 21031CRD# 5386683Firm CRD# 288512

Profile Verification

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

Identity

Michael R Hoffman · HUNT VALLEY, MD

Registration

CRD #5386683 · VERDENCE CAPITAL ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

MACROVIEW INVESTMENT MANAGEMENT LLC

Jul 2023 – present

VERDENCE CAPITAL ADVISORS, LLC

Jun 2017 – Apr 2023

HUNT VALLEY, MD

HIGHTOWER ADVISORS, LLC

Feb 2012 – Jun 2017

HUNT VALLEY, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2010 – Feb 2012

HUNT VALLEY, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2009 – Nov 2010

HUNT VALLEY, MD

T. ROWE PRICE ADVISORY SERVICES, INC.

Jun 2009 – Dec 2009

OWINGS MILLS, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · June 26, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERDENCE CAPITAL ADVISORS, LLC

CRD 288512 · SEC 801-110722

AUM

$3.3B

Regulatory assets under management

Employees

6,146 client accounts

Services offered by VERDENCE CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERDENCE CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael R Hoffman offer?

Michael R Hoffman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.

What are Michael R Hoffman's credentials?

Michael R Hoffman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael R Hoffman located?

Michael R Hoffman is based in HUNT VALLEY, Maryland, working with VERDENCE CAPITAL ADVISORS, LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.

How does Michael R Hoffman charge for services?

Michael R Hoffman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERDENCE CAPITAL ADVISORS, LLC?

VERDENCE CAPITAL ADVISORS, LLC has approximately 47 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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