CH
Charles W. Hoilman
MHA FINANCIAL CORP
Westwood, MA
Some features on this profile are disabled
CRD#: 248217
CH
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 63, Series 99TO, Series 7TO, Series 52TO, Series 79TO, SIE, Series 1, Series 24, Series 14, Series 27, F04 and Series 00 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Hoilman | C William Hoilman Jr | C William Hoilman
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
CRS (Client Relationship Summary) - RIA
Click below to view Charles William Hoilman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 8, 2019 - Present
MHA FINANCIAL CORP
RIA
CRD#: 7462
Westwood, MA
Current
January 2, 2019 - Present
FOUR POINTS CAPITAL PARTNERS LLC
BD
CRD#: 43149
Buffalo, NY
Past
January 2, 2019 - January 2, 2019
MHA FINANCIAL CORP
RIA
CRD#: 7462
RIDGEWOOD, NJ
Past
June 14, 2005 - December 31, 2018
MHA FINANCIAL CORP
RIA
CRD#: 7462
WESTWOOD, MA
Past
August 22, 1977 - December 31, 2018
MHA FINANCIAL CORP
BD
CRD#: 7462
WESTWOOD, MA
Past
May 15, 1975 - September 13, 1977
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
Past
April 30, 1974 - July 12, 1975
U. S. BOSTON CAPITAL CORPORATION
BD
CRD#: 5251
Past
April 13, 1971 - June 9, 1974
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/8/1971
Registered Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 7/30/1977
Financial Principal ExaminationPrincipal/Supervisory Exam
RR
Series 00
Date: 8/23/1975
General Securities Principal ExaminationSRO Registrations
RR
FINRA
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
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
55a E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450
Mailing Address
Phone number
(212) 257-5240
Established
Massachusetts since 05/13/1977
Firm type
Corporation
Fiscal year end
December
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 207 |
| AUM (Assets Under Management) | $ 85,836,784 |
Disclosures
| Regulatory Event | 1 |
| Arbitration | 1 |
Red Flags
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.
