AdvisorOS Directory
Claim Profile
Unclaimed Profile
NH

Nicole Marie Hoffman

TANDEM INVESTMENT ADVISORS INC·CHARLESTON, South Carolina
SIE, Series 7, Series 24Clean recordTANDEM INVESTMENT ADVISORS INC
145 KING STREET, CHARLESTON, SC 29401-2229CRD# 4606862Firm CRD# 109392

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicole Marie Hoffman · CHARLESTON, SC
Registration
CRD #4606862 · TANDEM INVESTMENT ADVISORS INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TANDEM INVESTMENT ADVISORS INC
CRD 109392 · SEC 801-57846
AUM
$3.2B
Regulatory assets under management
Employees
14
9,811 client accounts
Services offered by TANDEM INVESTMENT ADVISORS INC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at TANDEM INVESTMENT ADVISORS INC →
Introduction

Speak with Nicole

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nicole is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHARLESTON?

Browse all registered financial advisors in CHARLESTON, South Carolina or claim this profile if it's yours.

Browse CHARLESTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Nicole Marie Hoffman offer?
Nicole Marie Hoffman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Nicole Marie Hoffman's credentials?
Nicole Marie Hoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Marie Hoffman located?
Nicole Marie Hoffman is based in CHARLESTON, South Carolina, working with TANDEM INVESTMENT ADVISORS INC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Nicole Marie Hoffman charge for services?
Nicole Marie Hoffman'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 TANDEM INVESTMENT ADVISORS INC?
TANDEM INVESTMENT ADVISORS INC has approximately 14 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TANDEM INVESTMENT ADVISORS INC

William Leo Little
CHARLESTON, SC
Benjamin Greenwood Carew
CHARLESTON, SC
Elaine M Natoli
CHARLESTON, SC
John Brian Carew
CHARLESTON, SC

More Advisors in CHARLESTON, South Carolina

John Carlyle Hooff
IVY EVERGREEN, LLC·CHARLESTON, SC
John Martin Harman
HAWSER CAPITAL PARTNERS LLC·CHARLESTON, SC
Richard Edward Coen
COEN & DENSMORE INC·CHARLESTON, SC
Thomas Eldredge Carroll-Connell
BALLAST ROCK PRIVATE WEALTH LLC·CHARLESTON, SC
Daniel Terrill Russler
FAMILY ASSET MANAGEMENT, LLC·CHARLESTON, SC
Christian Dan Salomone
BALLAST ROCK PRIVATE WEALTH LLC·CHARLESTON, SC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (88)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)MT. PLEASANT (14)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)BLUFFTON (7)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideMT. PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Request removal of this profile