MH
MH

Michael Hoare

9 Years of Experience
New York, NY
Broker

Michael Hoare is a registered investment advisor at Guggenheim Funds Distributors, LLC, based in New York, NY, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $6.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
42 advisors
IM Fee
Planning only
Assets Under Management
$6.9B
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Location

330 Madison Avenue, 10th Floor, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a partner/owner of a condo for rental purposes since 2023, handling property management and rent collection. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Guggenheim Funds Distributors, LLC
April 2019 - Present · 7 yrs 1 mo
Guggenheim Funds Distributors, LLCBroker
April 2019 - Present · 7 yrs 1 mo
Guggenheim Investments
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
The Mather Group, LLC
March 2016 - February 2019 · 2 yrs 11 mos
State Registrations2 states
CAIL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.