Unclaimed Profile

Garrett Stewart Hoge

HOGE FINANCIAL SERVICES, LLC·CANONSBURG, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Series 99TOCFP ChFCClean record26 years registeredHOGE FINANCIAL SERVICES, LLC

400 SOUTHPOINTE BLVD., CANONSBURG, PA 15317CRD# 1185035Firm CRD# 148209

Profile Verification

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

Identity

Garrett Stewart Hoge · CANONSBURG, PA

Registration

CRD #1185035 · HOGE FINANCIAL SERVICES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

H FINANCIAL MANAGEMENT

Feb 2009 – present

MULTI-FINANCIAL SECURITIES CORPORATION

Jan 2004 – Jun 2009

CANONSBURG, PA

VESTAX SECURITIES CORPORATION

Mar 2000 – Jan 2004

CANONSBURG, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Series 99TO

Registration record

First registered · March 24, 2000

Years registered · 26

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOGE FINANCIAL SERVICES, LLC

CRD 148209 · SEC 801-69665

AUM

$460M

Regulatory assets under management

Employees

1,504 client accounts

Services offered by HOGE FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HOGE FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Garrett Stewart Hoge offer?

Garrett Stewart Hoge specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CANONSBURG, Pennsylvania for a consultation.

What are Garrett Stewart Hoge's credentials?

Garrett Stewart Hoge holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Garrett Stewart Hoge located?

Garrett Stewart Hoge is based in CANONSBURG, Pennsylvania, working with HOGE FINANCIAL SERVICES, LLC. Their office serves clients in the CANONSBURG metropolitan area and surrounding communities.

How does Garrett Stewart Hoge charge for services?

Garrett Stewart Hoge'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 HOGE FINANCIAL SERVICES, LLC?

HOGE FINANCIAL SERVICES, LLC has approximately 5 employees and manages $460M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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