Michael Hoffman, financial advisor Hunt Valley MD
96 score

Michael Hoffman

CRD Number: 5386683
Current Firm: Verdence Capital Advisors, LLC

Michael Hoffman (CRD# 5386683) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 9 years of experience in the finance industry. Michael Hoffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Verdence Capital Advisors, LLC Hunt Valley, MD Jun 2017 - Current < 1
Hightower Advisors, LLC Hunt Valley, MD Feb 2012 - Jun 2017 5
Hightower Securities, LLC Hunt Valley, MD Feb 2012 - Jun 2017 5
Merrill Lynch, Pierce, Finner & Smith Incorporated Timonium, MD Nov 2009 - Feb 2012 2
T. Rowe Price Owings Mills, MD Jul 2007 - Nov 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Michael R. Hoffman
Phone Number: 410-472-5380
Firm Website: https://www.verdence.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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