C Hoilman (CRD# 248217) is an Investment Advisor Representative working at Mha Financial Corp in Westwood, MA and has over 42 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Four Points Capital Partners LLC | New York, NY | Jan 2019 - Current | 5 |
| New Frontier Partners LLC | Westwood, MA | Jun 2009 - Current | 14 |
| Mha Financial Corp | Westwood, MA | Jun 2005 - Current | 18 |
| M&a Counselors And Fiduciaries LLC | Woburn, MA | Jan 2000 - Current | 24 |
| Mha Financial Corp | Westwood, MA | May 1977 - Dec 2018 | 41 |
| Mha Oil & Gas/1980-ii, Ltd | Braintree, MA | Dec 1980 - Oct 2014 | 33 |
| Mha Oil & Gas /1980-i Ltd | Braintree, MA | Aug 1980 - Oct 2014 | 34 |
| Mha Oil & Gas, Ltd | Braintree, MA | Sep 1979 - Oct 2014 | 35 |
| Mha Planning Systems, Inc. | Braintree, MA | Sep 1979 - Oct 2014 | 35 |
| Mha Management Corporation | Braintree, MA | Jul 1978 - Oct 2014 | 36 |
| Mitchell, Hoilman & Assoc. | Braintree, MA | May 1975 - Oct 2014 | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1981 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
- FL
- MA
- TX
-
Total Assets Under Management85MILLIONS
-
Total Number of Accounts126ACCOUNTS
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Average Account Value$673,884
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, MA, NJ, NY, TX
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