William R. Collier

HOPEMAN VENTURES

PITTSBURGH, PA 15090

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CRD#: 4866141

Professional summary

William R. Collier, who also goes by William R Collier, is a registered financial advisor currently at HOPEMAN VENTURES, LLC located in Pittsburgh, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William R Collier

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) HOLSINGER, P.C. - NOT INVESTMENT RELATED - 117 VIP DR, SUITE 220, WEXFORD, PA 15090 - ACCOUNTING FIRM - VICE PRESIDENT SINCE 12/1995 - 90% OF TIME DEVOTED DURING TRADING HOURS - MANAGING ACCOUNTING BUSINESS AND PROVIDED ACCOUNTING SERVICES AS A CPA. (2) STRATEGIC ADVISORS, LLC - INVESTMENT RELATED - 117 VIP DR, SUITE 220, WEXFORD, PA 15090 - MERGERS & ACQUISITIONS/INVESTMENT BANKING - DIRECTOR SINCE 05/2015 - 10% OF TIME DEVOTED DURING TRADING HOURS - MERGERS & ACQUISITIONS; BUSINESS VALUATIONS, TAX PLANNING/STRUCTURING FOR MIDDLE MARKET COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William R. Collier'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

January 3, 2005 - Present

HOPEMAN VENTURES, LLC

Office #1: 117 Vip Drive Suite 220, Pittsburgh, PA 15090

RIA

CRD#: 133414

PITTSBURGH, PA

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

Delaware
(2/13/2015)

IAR

Pennsylvania
(1/3/2005)

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: 2/12/2015

Uniform Investment Adviser Law Examination

Current Firm

HOPEMAN VENTURES, LLC

CRD#: 133414 / SEC#:

Delaware

Registered Investment Advisory firm - (3/18/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/3/2005 Approved)

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Contact information

Main Address

117 Vip Drive Suite 220, Wexford, PA 15090

Mailing Address

Phone number

(724) 934-4880

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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William R. Collier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William R. Collier's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOPEMAN VENTURES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2015

Current Firm

HOPEMAN VENTURES, LLC

Contact information

Documents

Red Flags

Company Information

HOPEMAN VENTURES, LLC

TRUST BUT VERIFY

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