Rebekah R. Hoffman

SOUND VIEW WEALTH ADVISORS GROUP

Savannah, GA 31411

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CRD#: 5519420

Professional summary

Rebekah Ruth Hoffman, who also goes by Rebekah Hoffman, Bekah Ruth Sims, Rebekah Ruth Sims, Rebekah Sims, is a registered financial advisor currently at SOUND VIEW WEALTH ADVISORS GROUP, LLC located in Savannah, Georgia and PURSHE KAPLAN STERLING INVESTMENTS located in Savannah, Georgia.

Rebekah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Rebekah has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rebekah Hoffman | Bekah Ruth Sims | Rebekah Ruth Sims | Rebekah Sims

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) 1. Sound View Wealth Advisors, LLC 2. Investment Related 3. See office of employment 4. RIA 5. Registered Client Service Associate 6. 03/2022 7. 160 hrs 8. 160 hrs 9. Service Client account, submit money transfers and wires

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebekah Ruth 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®

None

Experience

Current

August 7, 2023 - Present

SOUND VIEW WEALTH ADVISORS GROUP, LLC

Office #1: 1 Skidaway Village Walk Suite 201, Savannah, GA 31411

RIA

CRD#: 300927

Savannah, GA

Current

April 20, 2022 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 1 Skidaway Village Walk Suite 201, Savannah, GA 31411Office #2: 335 South Walnut Street, Statesboro, GA 30458Office #3: 5 Marianna Way Building 5, Unit 101, Bluffton, SC 29910

CRD#: 35747

Savannah, GA

Past

February 17, 2021 - March 4, 2022

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

SAVANNAH, GA

Past

February 17, 2021 - March 4, 2022

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

SAVANNAH, GA

Past

September 6, 2017 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

August 31, 2017 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

March 21, 2013 - September 7, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAVANNAH, GA

Past

March 21, 2013 - September 7, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAVANNAH, GA

Past

January 12, 2010 - December 13, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAVANNAH, GA

Past

October 16, 2009 - December 13, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

Past

July 22, 2008 - September 22, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAVANNAH, GA

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".

SOUND VIEW WEALTH ADVISORS GROUP, LLC

CRD#: 300927 / SEC#: 801-114892

RIA

Registered Investment Advisory firm - (3/26/2019 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(4/20/2022)

IAR

Georgia
(8/7/2023)

IAR

South Carolina
(5/1/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/30/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/21/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SOUND VIEW WEALTH ADVISORS GROUP, LLC

CRD#: 300927 / SEC#: 801-114892

RIA

Registered Investment Advisory firm - (3/26/2019 Approved)

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Contact information

Main Address

1 Skidaway Village Walk Suite 201, Savannah, GA 31411

Mailing Address

Phone number

(912) 239-4630

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOUND VIEW WEALTH ADVISORS GROUP ADV PART 2A (5/8/2025)

Regulatory assets under management

Total Number of Accounts	2,947
AUM (Assets Under Management)	$ 1,937,657,662

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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Firm Stability Insights

Rebekah R. Hoffman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebekah Ruth Hoffman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T 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

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

SOUND VIEW WEALTH ADVISORS GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/2009

SIE

Date: 10/1/2018

Series 7

Date: 7/21/2008

FINRA

Current Firm

SOUND VIEW WEALTH ADVISORS GROUP, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOUND VIEW WEALTH ADVISORS GROUP, LLC

TRUST BUT VERIFY

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