Richard Hoffman
Richard Hoffman is a PFS-designated registered investment advisor at Chesapeake Wealth Strategies, INC., based in Baltimore, MD, with 24 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
27 Hooks Lane, Baltimore, MD, 21208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a Certified Public Accountant and receives approximately $300,000 in compensation. He also serves as an administrator, executor, or trustee for estates and trusts, is a member of Twenty-Seven Hooks Lane LLC, serves on the University of Maryland Children's Hospital Board of Visitors, and is the acting president for the estate of Richard A. Chase.
Employment History
Current Registrations
Chesapeake Wealth Strategies, INC.
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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