Unclaimed Profile

Nicole Marie Hoffman

TANDEM INVESTMENT ADVISORS INC·CHARLESTON, South Carolina

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Nicole Marie Hoffman is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with TANDEM INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

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 →

Firm Overview

Firm

TANDEM INVESTMENT ADVISORS INC

AUM

$3.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TANDEM INVESTMENT ADVISORS INC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4606862

Firm CRD# 109392

View on FINRA BrokerCheck →

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 Advisors Are you this advisor? Claim profile

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 →