Arthur
Meizner

Hooker & Holcombe Investment Advisors, Inc

CRD#1157875
Investment Advisor
in Bloomfield, CT

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About this Advisor

Arthur Meizner is a certified financial planner and chartered financial analyst working out of Bloomfield, Connecticut with 17 years of relevant experience. Meizner works at Hooker & Holcombe Investment Advisors, Inc. Throughout their career, they have worked at Hooker & Holcombe Investment Advisors, Mid Atlantic Capital Corporation and Pensionmark Securities, LLC. Meizner maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Hooker & Holcombe Investment Advisors, Inc is a registered investment business headquartered in Bloomfield, CT. It administers $478 million in assets among its 72 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 72 accounts, just 7% are associated with high-net-worth investors who have more than $1 million in assets. Hooker & Holcombe Investment Advisors, Inc performs a number of services, such as portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fee schedules usually vary depending on which service is offered. Fee types billed by Hooker & Holcombe Investment Advisors, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1300 Hall Boulevard, Suite 1C
Bloomfield, CT 06002

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Hooker & Holcombe Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$477,513,380

CT Average: $5,297,377,271
Total Number of Employees

7

CT Average: 35
Total Number of Accounts

72

CT Average: 690
Average Account Size

$6,632,130

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Arthur Meizner Work History

Arthur has been registered as a financial advisor for 17 years.*

2018 - Present (6 years)

Pensionmark Securities, LLC

2006 - Present (18 years)

Hooker & Holcombe Investment Advisors

2011 - 2017 (6 years)

Mid Atlantic Capital Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Arthur Meizner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hooker & Holcombe Investment Advisors, Inc

Arthur Meizner
Bloomfield, CT
Rodger Metzger
West Hartford, CT
Brenda Bachman
Bloomfield, CT
John Fuller
Bloomfield, CT
Pamela Minish
Bloomfield, CT
Stuart Herskowitz
Bloomfield, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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