Michael R. Hoffman

MACROVIEW INVESTMENT MANAGEMENT LLC

Bethesda, MD 20814

Some features on this profile are disabled

CRD#: 5386683

Professional summary

Michael R Hoffman, AIF®, CFP® is a registered financial advisor currently at MACROVIEW INVESTMENT MANAGEMENT LLC located in Bethesda, Maryland.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael R Hoffman'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

July 5, 2023 - Present

MACROVIEW INVESTMENT MANAGEMENT LLC

Office #1: 4800 Hampden Lane Suite 200, Bethesda, MD 20814

RIA

CRD#: 149621

Bethesda, MD

Past

June 26, 2017 - April 14, 2023

VERDENCE CAPITAL ADVISORS, LLC

RIA

CRD#: 288512

HUNT VALLEY, MD

Past

February 17, 2012 - June 30, 2017

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

HUNT VALLEY, MD

Past

February 17, 2012 - June 30, 2017

HIGHTOWER SECURITIES, LLC

CRD#: 116681

HUNT VALLEY, MD

Past

November 29, 2010 - February 21, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HUNT VALLEY, MD

Past

November 29, 2010 - February 21, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HUNT VALLEY, MD

Past

December 7, 2009 - November 19, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HUNT VALLEY, MD

Past

December 7, 2009 - November 19, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HUNT VALLEY, MD

Past

June 26, 2009 - December 1, 2009

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

OWINGS MILLS, MD

Past

December 12, 2007 - December 1, 2009

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

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".

MACROVIEW INVESTMENT MANAGEMENT LLC

CRD#: 149621 / SEC#: 801-71500

RIA

Registered Investment Advisory firm - (6/2/2010 Approved)

District of Columbia

Registered Investment Advisory firm - (6/4/2010 Terminated)

Maryland

Registered Investment Advisory firm - (7/22/2010 Terminated)

Virginia

Registered Investment Advisory firm - (6/4/2010 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

Maryland
(7/5/2023)

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 66

Date: 6/22/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/2/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/30/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/29/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/10/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MACROVIEW INVESTMENT MANAGEMENT LLC

CRD#: 149621 / SEC#: 801-71500

RIA

Registered Investment Advisory firm - (6/2/2010 Approved)

District of Columbia

Registered Investment Advisory firm - (6/4/2010 Terminated)

Maryland

Registered Investment Advisory firm - (7/22/2010 Terminated)

Virginia

Registered Investment Advisory firm - (6/4/2010 Terminated)

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

4800 Hampden Lane Suite 200, Bethesda, MD 20814

Mailing Address

Phone number

(301) 907-6794

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/20/2025)

Regulatory assets under management

Total Number of Accounts	703
AUM (Assets Under Management)	$ 296,892,087

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael R. Hoffman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael R Hoffman's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERDENCE CAPITAL ADVISORS, LLC

HIGHTOWER ADVISORS, LLC

HIGHTOWER SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

MACROVIEW INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/22/2009

Series 63

Date: 5/2/2008

SIE

Date: 6/30/2017

Series 7

Date: 1/29/2009

Series 6

Date: 12/10/2007

Current Firm

MACROVIEW INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MACROVIEW INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors