Hobart Wealth

Hobart Wealth (CRD# 168494) is a financial advisory firm headquartered in Charlotte, NC. They manage $326,212,682 in 1,862 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277
http://www.hobartpc.com
By the Numbers
  • Total Assets Under Management
    326
    MILLION
  • Total Number of Accounts
    1,862
    ACCOUNTS
  • Average Account Value
    $175,195
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, MD, NC, SC, TN, TX, VA

Financial Advisors at Hobart Wealth
Showing 1 - 6 of 6 top financial advisors.
1
Steven Greer, financial advisor Charlotte NC
Steven A. Greer
CRD#: 5976309
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277

Steven Greer (CRD# 5976309) is an Investment Advisor Representative working at Hobart Wealth in Charlotte, NC and has over 12 years of experience in the finance industry.

2
Thomas Hamilton, financial advisor Charlotte NC
Thomas R. Hamilton
CRD#: 5869225
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277

Thomas Hamilton (CRD# 5869225) is an Investment Advisor Representative working at Hobart Wealth in Charlotte, NC and has over 13 years of experience in the finance industry.

3
Christopher Hobart, financial advisor Charlotte NC
Christopher S. Hobart
CRD#: 4469608
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277

Christopher Hobart (CRD# 4469608) is an Investment Advisor Representative working at Hobart Wealth in Charlotte, NC and has over 15 years of experience in the finance industry.

4
Corey Sunstrom, financial advisor Charlotte NC
Corey S. Sunstrom
CRD#: 5091590
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277

Corey Sunstrom (CRD# 5091590) is an Investment Advisor Representative working at Hobart Wealth in Charlotte, NC and has over 11 years of experience in the finance industry.

5
John Tonissen, financial advisor Charlotte NC
John W. Tonissen
CRD#: 811126
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277

John Tonissen (CRD# 811126) is an Investment Advisor Representative working at Hobart Wealth in Charlotte, NC and has over 41 years of experience in the finance industry.

6
Jacob Woodrum, financial advisor Charlotte NC
Jacob D. Woodrum
CRD#: 6813065
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277

Jacob Woodrum (CRD# 6813065) is an Investment Advisor Representative working at Hobart Wealth in Charlotte, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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