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Kent David Aloia

HOGE FINANCIAL SERVICES, LLC·CANONSBURG, Pennsylvania
SIE, Series 7, Series 24, Series 63, Series 66CFPClean record6 years registeredHOGE FINANCIAL SERVICES, LLC
400 SOUTHPOINTE BLVD., CANONSBURG, PA 15317CRD# 5415643Firm CRD# 148209

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kent David Aloia · CANONSBURG, PA
Registration
CRD #5415643 · HOGE FINANCIAL SERVICES, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

H FINANCIAL MANAGEMENT
Jul 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · July 31, 2020
Years registered · 6
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOGE FINANCIAL SERVICES, LLC
CRD 148209 · SEC 801-69665
AUM
$460M
Regulatory assets under management
Employees
5
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 →
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05

Frequently Asked Questions

What services does Kent David Aloia offer?
Kent David Aloia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CANONSBURG, Pennsylvania for a consultation.
What are Kent David Aloia's credentials?
Kent David Aloia holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kent David Aloia located?
Kent David Aloia 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 Kent David Aloia charge for services?
Kent David Aloia'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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Other Advisors at HOGE FINANCIAL SERVICES, LLC

Garrett Stewart Hoge
CANONSBURG, PA
CFPChFC

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