Amy Marie Mcginnis
Investment adviser representative at Hoainvest LLC
12 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Hoainvest, LLCJul 2026 to now
- Capital Cs Group, LLCAug 2019 to now
- UBS Financial Services Inc.Feb 2014 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Hoainvest LLC
$0Assets managed
0Clients
10Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4055503
- Firm CRD
- 343069