Michael R. Reimer

HOFFMAN CAPITAL ADVISORS LLC

CRANBERRY TWP, PA 16066

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CRD#: 2502729

Professional summary

Michael Robert Reimer is a registered financial advisor currently at HOFFMAN CAPITAL ADVISORS LLC located in Cranberry Twp, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Independent property and casualty insurance agent through Nationwide Insurance Company as an independent agent. Annual commissions amount to roughly $40,000 per year.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Reimer's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 11, 2023 - Present

HOFFMAN CAPITAL ADVISORS LLC

Office #1: 1659 Rt 228 Suite 5, Cranberry Twp, PA 16066

RIA

CRD#: 287766

CRANBERRY TWP, PA

Past

May 13, 2004 - September 2, 2009

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

CRANBERRRY TOWNSHIP, PA

Past

August 24, 1994 - December 9, 1994

NEW ENGLAND SECURITIES

CRD#: 615

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOFFMAN CAPITAL ADVISORS LLC

HOFFMAN CAPITAL ADVISORS LLC | RIVERSTONE WEALTH MANAGEMENT LLC

CRD#: 287766 / SEC#: 801-114896

RIA

Registered Investment Advisory firm - (3/28/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/5/2019 Terminated)

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).

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/11/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/12/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/24/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/12/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HOFFMAN CAPITAL ADVISORS LLC

HOFFMAN CAPITAL ADVISORS LLC | RIVERSTONE WEALTH MANAGEMENT LLC

CRD#: 287766 / SEC#: 801-114896

RIA

Registered Investment Advisory firm - (3/28/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/5/2019 Terminated)

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Contact information

Main Address

1659 Rt 228 Suite 5, Cranberry Twp, PA 16066

Mailing Address

Phone number

(724) 719-6767

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOFFMAN CAPITAL ADVISORS LLC WRAP FEE PROGRAM (5/1/2025)

ADV PART 2A-HOFFMAN CAPITAL ADVISORS LLC (5/1/2025)

Regulatory assets under management

Total Number of Accounts	722
AUM (Assets Under Management)	$ 159,520,733

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.

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Michael R. Reimer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Reimer's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOFFMAN CAPITAL ADVISORS LLC

ALLSTATE FINANCIAL SERVICES, LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

HOFFMAN CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2021

Series 63

Date: 3/24/2004

Series 6

Date: 5/12/2004

Current Firm

HOFFMAN CAPITAL ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOFFMAN CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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