Peter R. Hoffman

TRADEALGO WEALTH MANAGEMENT LLC

NEW YORK, NY 10012

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CRD#: 2929643

Professional summary

Peter Ross Hoffman is a registered financial advisor currently at TRADEALGO WEALTH MANAGEMENT LLC located in New York, New York and BIVO FINANCIAL LLC located in Los Gatos, California.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Peter has worked at 14 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 55, Series 7, Series 27 and Series 24 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.

PETER HOFFMAN, CPA - BLOOMFIELD, NJ, SOLE PROPRIETOR, TAX PREPARATION, ACCOUNTING, TRUSTEE OWNER AND CONSULTING WHICH MAY BE INVESTMENT RELATED. STARTED 1993.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Ross Hoffman'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®

None

Experience

Current

November 12, 2025 - Present

TRADEALGO WEALTH MANAGEMENT LLC

Office #1: 73 Spring Street, New York, NY 10012

RIA

CRD#: 312342

NEW YORK, NY

Current

November 25, 2024 - Present

BIVO FINANCIAL LLC

Office #1: 14551 La Rinconada Dr, Los Gatos, CA 95032

CRD#: 331283

LOS GATOS, CA

Past

May 31, 2023 - June 5, 2024

MADISON GLOBAL PARTNERS LLC

CRD#: 285406

HAUPPAUGE, NY

Past

April 17, 2023 - May 29, 2024

FAST EXECUTION SERVICES LLC

CRD#: 306649

CHICAGO, IL

Past

January 18, 2023 - June 3, 2024

STUART FRANKEL & CO., INCORPORATED

CRD#: 14593

GREAT NECK, NY

Past

August 18, 2022 - June 3, 2024

BESTEX RESEARCH SECURITIES, LLC

CRD#: 309569

STAMFORD, CT

Past

August 15, 2022 - May 28, 2024

YORK SECURITIES, INC.

CRD#: 8056

NEW YORK, NY

Past

August 8, 2022 - May 24, 2024

QUINT CAPITAL CORPORATION

CRD#: 26586

NEW YORK, NY

Past

August 8, 2022 - May 28, 2024

FORTE SECURITIES LLC

CRD#: 38373

NEW YORK, NY

Past

December 6, 2021 - May 28, 2024

AVANT-GARDE TRADING SECURITIES

CRD#: 292119

CHICAGO, IL

Past

September 21, 2021 - February 16, 2022

PRIME EXECUTIONS, INC.

CRD#: 32889

NEW YORK, NY

Past

June 19, 2015 - June 22, 2018

ROBERT R. MEREDITH & CO., INC.

CRD#: 29501

NEW YORK, NY

Past

July 24, 2012 - July 22, 2016

LEGEND SECURITIES, INC.

CRD#: 44952

NEW YORK, NY

Past

August 19, 1997 - October 11, 2012

PHD CAPITAL

CRD#: 38785

NEW YORK, NY

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

New Jersey
(11/12/2025)

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: 11/10/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/15/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 6/22/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 1/19/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 3/5/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 9/20/2021

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/16/1999

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TRADEALGO WEALTH MANAGEMENT LLC

RIDGE INVESTMENT SOLUTIONS LLC | TRADEALGO WEALTH MANAGEMENT LLC

CRD#: 312342 / SEC#:

New Jersey

Registered Investment Advisory firm - (5/10/2021 Approved)

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Contact information

Main Address

73 Spring Street, New York, NY 10012

Mailing Address

Phone number

(201) 232-9098

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Advisor Monitoring

Firm Stability Insights

Peter R. Hoffman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Ross Hoffman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIVO FINANCIAL LLC

MADISON GLOBAL PARTNERS LLC

FAST EXECUTION SERVICES LLC

STUART FRANKEL & CO., INCORPORATED

BESTEX RESEARCH SECURITIES, LLC

YORK SECURITIES, INC.

QUINT CAPITAL CORPORATION

FORTE SECURITIES LLC

AVANT-GARDE TRADING SECURITIES

PRIME EXECUTIONS, INC.

ROBERT R. MEREDITH & CO., INC.

LEGEND SECURITIES, INC.

PHD CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2025

Series 63

Date: 3/15/1999

Series 99TO

Date: 1/2/2023

SIE

Date: 6/22/2018

Series 55

Date: 1/19/2000

Series 7

Date: 3/5/1999

Series 27

Date: 9/20/2021

Series 24

Date: 6/16/1999

FINRA

Current Firm

TRADEALGO WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

TRADEALGO WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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