RH
Richard M. Hoffman
CHESAPEAKE WEALTH STRATEGIES
BALTIMORE, MD 21208
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CRD#: 4417066
RH
Professional summary
Richard Michael Hoffman is a registered financial advisor currently at CHESAPEAKE WEALTH STRATEGIES, INC. located in Baltimore, Maryland.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Richard has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.
Richard M. Hoffman CPA, LLC - Richard M. Hoffman CPA, LLC 901 Dulaney Valley Road, Suite 610 Towson, MD 21204 - Certified Public Accountant approx. compensation is 300,000.00 . ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY MEMBER, ROUBEN AND VIOLET JIJI FOUNDATION, TRADING IS WITHIN THE POWERS GIVEN TO ME BY THE TRUST AGREEMENT, I AM ENTITLED TO COMPENSATION IN ACCORDANCE WITH THE TRUST AGREEMENT. ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY MEMBER, THE ORPHANS COURT OF MARYLAND GIVES ME THE POWER TO AFFECT TRADES, AND GOVERNS EXECUTOR COMPENSATION. TWENTY-SEVEN HOOKS LANE LLC, MEMBER OF A LIMITED LIABILITY COMPANY, OWNER/MEMBER, START DATE 7/1/94, 1 HR MONTH, NO COMPENSATION, DOES HAVE A BANK ACCOUNT FOR THIS ENTITY, RICHARD HOFFMAN T/A TWENTY-SEVEN HOOKS LANE LLC, AM A SIGNATOR ON THE ACCOUNT WHICH IS LISTED UNDER MY SOCIAL SECURITY NUMBER. I CURRENTLY USE THIS EMAIL ADDRESS FOR MY ACCOUNTING BUSINESS RHOFFMAN@HCFANDL.COM. UNIVERSITY OF MARYLAND CHILDREN'S HOSPITAL BOARD OF VISITORS, 737 W LOMBARD ST., BALTIMORE, MD 21201, MEMBER OF THE BOARD OF VISITORS, NON-FISCAL HOSPITAL DECISION MAKING, START DATE 6/11/14, 4 HOURS MONTH. Board Member Learning Pathways Foundation Inc. and The Child Growth & Development Corporation 901 Dulaney Valley Rd, Suite 610 Towson, MD 21204 - Acting President as executor for the estate of Richard A. Chase - 10 hours a month - approx compensation is approx 30,000
CRS (Client Relationship Summary) - RIA
Click below to view Richard Michael 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®
NoneExperience
Current
July 14, 2016 - Present
CHESAPEAKE WEALTH STRATEGIES, INC.
Office #1: 27 Hooks Lane, Baltimore, MD 21208RIA
CRD#: 284097
BALTIMORE, MD
Past
September 28, 2001 - August 3, 2016
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
TOWSON, MD
Past
July 13, 2001 - August 3, 2016
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
TOWSON, MD
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
Maryland(7/14/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CHESAPEAKE WEALTH STRATEGIES, INC.
CHESAPEAKE WEALTH STRATEGIES, INC. | HOFFMAN, RICHARD M.
CRD#: 284097 / SEC#:
Maryland
Registered Investment Advisory firm - (7/13/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
27 Hooks Lane, Baltimore, MD 21208
Mailing Address
Phone number
(410) 344-7110
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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