Robert Michael Valenzuela
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.
- Hoainvest LLCJul 2026 to now
- Keystone Private WealthAug 2024 to now
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Householder Group Estate & Retirement Specialists, LLCMay 2021 to Aug 2024
- LPL Financial, LLCMay 2021 to Aug 2024
- Edward JonesOct 2018 to May 2021
- UnemployedJul 2018 to Oct 2018
- Paychex IncAug 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2018
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
- 5956818
- Firm CRD
- 343069