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John C Polovick

Investment adviser representative at Hoainvest LLC
11 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

11 years in the industry.

  1. Hoainvest, LLCJul 2026 to now
  2. Purshe Kaplan Sterling InvestmentsDec 2022 to now
  3. Keystone Wealth Services dba Keystone Private WealthNov 2022 to now
  4. LPL Financial, LLCAug 2020 to Nov 2022
  5. Strategic Wealth Advisors GroupAug 2020 to Nov 2022
  6. Fidelity Personal and Workplace AdvisorsJul 2018 to Jul 2020
  7. Fidelity Brokerage Services LLCAug 2015 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 66 · Uniform Combined State Law2014

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
5755205
Firm CRD
343069
Advisor's SEC record (opens in a new tab)
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