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Nirvanna Silva Novelo

NICHOLAS HOFFMAN & COMPANY
ATLANTA, GA 30309-2929
Some features on this profile are disabled
CRD#: 7888895
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Professional summary

Nirvanna Silva Novelo is a registered financial advisor currently at NICHOLAS HOFFMAN & COMPANY, LLC located in Atlanta, Georgia.

Nirvanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nirvanna has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Nirvanna Silva Novelo'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

March 28, 2024 - Present

NICHOLAS HOFFMAN & COMPANY, LLC

Office #1: Two Midtown Plaza 1349 West Peachtree Street St. Nw, Suite 1050, Atlanta, GA 30309-2929
RIA
CRD#: 144516
ATLANTA, 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".
NH
NICHOLAS HOFFMAN & COMPANY, LLC
FAMILY CFO, LLC | NICHOLAS HOFFMAN & COMPANY, LLC

CRD#: 144516 / SEC#: 801-68306

RIA
Registered Investment Advisory firm - (9/14/2007 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.

Highlighted states indicate IAR registrations

IAR
Georgia
(3/28/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/14/2022
Uniform Investment Adviser Law Examination

Current Firm

NH
NICHOLAS HOFFMAN & COMPANY, LLC
FAMILY CFO, LLC | NICHOLAS HOFFMAN & COMPANY, LLC

CRD#: 144516 / SEC#: 801-68306

RIA
Registered Investment Advisory firm - (9/14/2007 Approved)
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Contact information

Main Address
Two Midtown Plaza 1349 West Peachtree Street St. Nw, Suite 1050, Atlanta, GA 30309-2929
Mailing Address
1355 Peachtree Street Suite 1450, Atlanta, GA 30309
Phone number
(404) 815-5050
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NICHOLAS HOFFMAN & COMPANY BROCHURE (10/15/2025)

Regulatory assets under management

Total Number of Accounts2,215
AUM (Assets Under Management)$ 7,161,171,861

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/13/2024
Cover Page
Report
10/17/2023
Cover Page
Report
12/08/2022
Cover Page
Report

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.

Company Information

NICHOLAS HOFFMAN & COMPANY, LLC

CRD#: 144516Atlanta, GA 30309-2929

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