Miller
Hoffman
Tradewinds, LLC
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About this Advisor
Miller Hoffman is a certified financial planner operating out of Raleigh, North Carolina with 1 year of industry experience. Hoffman is an employee of Tradewinds, LLC. Throughout their career, they have worked at The Vanguard Group, Inc, Pressure Pros Of The Carolinas, Wells Fargo Advisors, Federal Deposit Insurance Corporation, Clemson University, York Preparatory Academy and Tradewinds, LLC. Hoffman holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Tradewinds, LLC is an advisory firm that has its headquarters in Raleigh, NC. The company has a total of seven advisors. It administers $243 million in assets under management among its 884 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 884 accounts, 39% belong to high-net-worth individuals who have more than $1 million in assets. The company has a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually are based on the type of services. Fees billed by Tradewinds, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tradewinds, LLC Brokerage Details
$242,512,893
7
884
$274,336
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Miller Hoffman Work History
Miller has been registered as a financial advisor for 1 years.*
Tradewinds, LLC
The Vanguard Group, Inc
Federal Deposit Insurance Corporation
Wells Fargo Advisors
Clemson University
Pressure Pros Of The Carolinas
York Preparatory Academy
*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 Miller Hoffman 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 Tradewinds, LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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.