Steven Hoeft, financial advisor Charlotte NC

Steven Hoeft

CRD Number: 820367
Current Firm: Buie Investment Advisors, LLC

Steven Hoeft (CRD# 820367) is an Investment Advisor Representative working at Buie Investment Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

Similar Advisors
Don Stamas, financial advisor Charlotte NC
Don Stamas
CRD# 2867492
Defender Capital
Similar Advisors
Gianni Abballe, financial advisor Charlotte NC
Gianni T. Abballe
CRD# 5753288
Morgan Stanley
Similar Advisors
Michael Abbott, financial advisor Charlotte NC
Michael J. Abbott
CRD# 6172815
Edward Jones
Professional Designations
Company Name Location Dates Years
Buie Investment Advisors, LLC Charlotte, NC Mar 2013 - Current 11
Steven J. Hoeft Consulting, LLC Ponte Vedra Beach, FL Apr 2010 - Current 14

Steven Hoeft has no recent exams reported.
Contact Info for Steven J. Hoeft
Phone Number: 704-364-3810
Registered State(s):
  • FL
  • NC
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $357,979
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

FL, NC

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.