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CH

Charles William Hoilman

MHA FINANCIAL

Westwood, MA

·CRD# 248217·55 years experience

Professional Summary

Charles William Hoilman, who also goes by Bill Hoilman, C William Hoilman Jr, C William Hoilman, is a registered financial advisor currently at MHA FINANCIAL CORP located in Westwood, Massachusetts and FOUR POINTS CAPITAL PARTNERS LLC located in Buffalo, New York. Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1971. Charles has worked at 4 firms and has passed the Series 65, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bill Hoilman, C William Hoilman Jr, C William Hoilman

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

55 years in the financial services industry

Current & Past Employments

MHA FINANCIAL CORP·CRD# 7462

RIA

Westwood, MA

January 8, 2019 - Present

FOUR POINTS CAPITAL PARTNERS LLC·CRD# 43149

BD

Buffalo, NY

January 2, 2019 - Present

MHA FINANCIAL CORP·CRD# 7462

RIA

Ridgewood, NJ

January 2, 2019 - January 2, 2019

MHA FINANCIAL CORP·CRD# 7462

RIA

Westwood, MA

June 14, 2005 - December 31, 2018

MHA FINANCIAL CORP·CRD# 7462

BD

Westwood, MA

August 22, 1977 - December 31, 2018

TOWER SQUARE SECURITIES, INC.·CRD# 833

BD

May 15, 1975 - September 13, 1977

U. S. BOSTON CAPITAL CORPORATION·CRD# 5251

BD

April 30, 1974 - July 12, 1975

TOWER SQUARE SECURITIES, INC.·CRD# 833

BD

April 13, 1971 - June 9, 1974

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Current Firm

MF

MHA FINANCIAL CORP

DOCTORS FINANCIAL SERVICES | ZENITH CAPITAL | PRESTIGA FUND, LLC | MHA FINANCIAL CORP | M&A COUNSELORS AND FIDUCIARIES, LLC | HELIOS CAPITAL ADVISORS

CRD#: 7462 / SEC#: 8-21836

Florida

Registered Investment Advisory firm - SEC (3/7/2005 Approved)

Maryland

Registered Investment Advisory firm - SEC (10/30/2020 Terminated)

Massachusetts

Registered Investment Advisory firm - SEC (7/6/2011 Approved)

New Jersey

Registered Investment Advisory firm - SEC (3/9/2021 Approved)

New York

Registered Investment Advisory firm - SEC (12/12/2013 Approved)

Texas

Registered Investment Advisory firm - SEC (12/9/2013 Approved)

Virginia

Registered Investment Advisory firm - SEC (10/21/2020 Terminated)

BD

Terminated by SEC on 02/25/2019

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

55a E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450

Phone Number

(212) 257-5240

Established

Massachusetts since 05/13/1977

Firm Type

Corporation

Fiscal Year End

December

# of Employees

6

Documents

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
HOILMAN, C WILLIAM	CCO	248217

Regulatory Assets Under Management

Total Number of Accounts

192

AUM (Assets Under Management)

$97,975,162

Disclosures

Regulatory Event

1

Arbitration

1

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) MHA FINANCIAL CORP., WESTWOOD, MA; INVESTMENT RELATED; STARTED 5/1977; INVESTMENT ADVISOR REPRESENTATIVE; 8 HOURS/MONTH; 4 HOURS/MONTH DURING TRADING.

(2) FOUR POINTS INSURANCE AGENCY LLC, NEW YORK, NY; INVESTMENT RELATED; STARTED 1/2019; AGENT; 1 HOUR/MONTH.

(3) M&A COUNSELORS AND FIDUCIARIES LLC, WOBURN, MA; NON-INVESTMENT RELATED; STARTED 1/2000; ATTORNEY; 40 HOURS/MONTH; 20 HOURS/MONTH DURING TRADING.

(4) NEW FRONTIER PARTNERS LLC, WESTWOOD, MA; NON-INVESTMENT RELATED; STARTED 6/2009; PARTNER; REAL ESTATE INVESTMENT, MANAGE PROPERTIES OWNED BY NFP; 4 HOURS/MONTH.

(5) MITCHELL HOILMAN INSURANCE AGENCY, WESTWOOD, MA; INVESTMENT RELATED; STARTED 1/1993; INSURANCE RELATED PRODUCTS PREVIOUSLY VIA MHA FINANCIAL CORP THROUGH NETWORK ARRANGEMENT; 1 HOUR/MONTH.

(6) SNOWY PINES TRADING LLC, WESTWOOD, MA; INVESTMENT RELATED; STARTED JUNE 2021; OWNER; TRADING/INVESTMENT ENTITY; 10 HOURS/WEEK DURING TRADING.

(7) WILD BLUE INVESTMENTS iNC, PANAMA CITY, PANAMA; INVESTMENT RELATED; TBD-11/2021; OWNER; PURCHASE INCOME PROPERTIES IN PANAMA; 1 HOUR PER WEEK.

(8) MASS MUTUAL INSURANCE CO, SPRINGFIELD, MA; INVESTMENT RELATED; TBD-11/2021; INDIVIDUAL BROKER CONTRACT; PLACEMENT OF LIFE INSURANCE CONTRACTS IN ILITS; 1 HOUR/WEEK.

(9) SPRINGBOK PARTNERS LLC, WESTWOOD, MA; INVESTMENT RELATED, STARTED AUGUST 2025; MANAGER; PURCHASE AND MANAGE RENTAL PROPERTIES

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Florida
(3/29/2019)

IAR

Florida
(4/23/2019)

RR

Massachusetts
(4/12/2019)

IAR

Massachusetts
(4/18/2019)

RR

New York
(1/2/2019)

IAR

Texas
(1/8/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1981About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 1 — Registered Representative Examination

Passed Apr 1971

Series 24 — General Securities Principal Examination

Passed Jan 2023About the Series 24 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 27 — Financial and Operations Principal Examination

Passed Jan 2023About the Series 27 exam

F04 — Financial Principal Examination

Passed Jul 1977

Series 00 — General Securities Principal Examination

Passed Aug 1975

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Charles William Hoilman's CRS (Customer Relationship Summary).

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CH

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