Derek D. Finney
Investment adviser representative at Hoffman Capital Advisors LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$185.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Hoffman Capital Advisors LLCAug 2025 to now
- Newedge Securities LLCAug 2025 to now
- LPL Financial LLCNov 2023 to Aug 2025
- Cambridge Investment Research Advisors, Inc..Dec 2022 to Nov 2023
- Cambridge Investment Research, Inc.Dec 2022 to Nov 2023
- J Cubed Financial Advisory GroupNov 2022 to Jul 2025
- Cantella & Co., Inc.Nov 2022 to Jun 2023
- PNC Investments, LLCAug 2019 to Nov 2022
- Hefren TillotsonMay 2018 to Jun 2019
- Nylife Securities LLCJun 2017 to Apr 2018
- Denison UniversityAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hoffman Capital Advisors LLC
$185.4MAssets managed
370Clients
6Advisers
7 yearsIn 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
- 6665537
- Firm CRD
- 287766