DH
Danielle E. Hochstetter
OLD PEAK FINANCE
Chapel Hill, NC 27517
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CRD#: 7791474
DH
Professional summary
Danielle Elizabeth Hochstetter is a registered financial advisor currently at OLD PEAK FINANCE located in Chapel Hill, North Carolina.
Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Danielle has worked at 1 firm .
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.
Name of Business: Grand Cru Tea Address: 5012 Long Leaf Dr, Durham, NC 27712 Nature of business: Retail tea business, not investment-related Position: Owner Start Date: 6/1/2021 0 hours devoted to business during trading hours Duties: Purchase, package, and deliver loose leaf tea
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Elizabeth Hochstetter'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 31, 2023 - Present
OLD PEAK FINANCE
Office #1: 100 Europa Drive Suite 410, Chapel Hill, NC 27517RIA
CRD#: 154804
Chapel Hill, NC
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".
OLD PEAK FINANCE
OLD PEAK FINANCE | OLD PEAK FINANCE LLC
CRD#: 154804 / SEC#: 801-109968
RIA
Registered Investment Advisory firm - (2/14/2017 Approved)North Carolina
Registered Investment Advisory firm - (2/17/2017 Terminated)Texas
Registered Investment Advisory firm - (2/17/2017 Terminated)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
North Carolina(7/31/2023)
Exams
Current Firm
OLD PEAK FINANCE
OLD PEAK FINANCE | OLD PEAK FINANCE LLC
CRD#: 154804 / SEC#: 801-109968
RIA
Registered Investment Advisory firm - (2/14/2017 Approved)North Carolina
Registered Investment Advisory firm - (2/17/2017 Terminated)Texas
Registered Investment Advisory firm - (2/17/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Europa Drive Suite 410, Chapel Hill, NC 27517
Mailing Address
Phone number
(919) 459-8181
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 579 |
| AUM (Assets Under Management) | $ 575,178,443 |
Red Flags
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Company Information
OLD PEAK FINANCE
CRD#: 154804Chapel Hill, NC 27517TRUST BUT VERIFY
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