Unclaimed Profile

Wade Aaron Hoffman

AVANTRA FAMILY WEALTH, INC.·MECHANICSBURG, Pennsylvania

SIE, Series 3, Series 7, Series 7TO, Series 9, Series 10, Series 63, Series 65Clean record16 years registeredAVANTRA FAMILY WEALTH, INC.

100 STERLING PARKWAY, MECHANICSBURG, PA 17050CRD# 2825341Firm CRD# 288209

Profile Verification

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

Identity

Wade Aaron Hoffman · MECHANICSBURG, PA

Registration

CRD #2825341 · AVANTRA FAMILY WEALTH, INC. · 16 years registered

Brand Profile

Not yet started

Career History

AVANTRA FAMILY WEALTH, INC.

Jul 2017 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2011 – Jan 2016

OKLAHOMA CITY, OK

MORGAN STANLEY SMITH BARNEY LLC

Aug 2010 – Mar 2011

LANCASTER, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · August 3, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVANTRA FAMILY WEALTH, INC.

CRD 288209 · SEC 801-113234

AUM

$158M

Regulatory assets under management

Employees

821 client accounts

Services offered by AVANTRA FAMILY WEALTH, INC.

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 AVANTRA FAMILY WEALTH, INC. →

Introduction

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Frequently Asked Questions

What services does Wade Aaron Hoffman offer?

Wade Aaron Hoffman specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.

What are Wade Aaron Hoffman's credentials?

Wade Aaron Hoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wade Aaron Hoffman located?

Wade Aaron Hoffman is based in MECHANICSBURG, Pennsylvania, working with AVANTRA FAMILY WEALTH, INC.. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.

How does Wade Aaron Hoffman charge for services?

Wade Aaron 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 AVANTRA FAMILY WEALTH, INC.?

AVANTRA FAMILY WEALTH, INC. has approximately 6 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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