Philip HofmeisterCRD Number: 3037124
Current Firm: Charles Schwab & Company, Inc.
Philip Hofmeister (CRD# 3037124) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pittsford, NY and has over 18 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Charles Schwab Bank||Pittsford, NY||Apr 2015 - Current||1|
|Charles Schwab & Company, Inc.||Pittsford, NY||Apr 2015 - Current||1|
|Fidelity Brokerage Services, Inc.||Cincinnati, OH||Aug 1998 - Mar 2015||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV