Miller
Hoffman

Tradewinds, LLC

CRD#6810819
Investment Advisor
in Raleigh, NC

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About this Advisor

Miller Hoffman is a financial advisor based in Raleigh, North Carolina, working with Tradewinds, LLC. Miller has previously held positions 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. Miller has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Miller is part of Tradewinds, LLC, which operates out of Raleigh, North Carolina. The firm has 8 employees and manages assets totaling $293.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Tradewinds, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4600 Marriott Dr. Suite 200
Raleigh, NC 27612

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Tradewinds, LLC Brokerage Details

Total Assets Under Management

$293,948,297

NC Average: $3,625,019,099
Total Number of Employees

8

NC Average: 22
Total Number of Accounts

1,014

NC Average: 1,917
Average Account Size

$289,890

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Miller Hoffman Work History

2022 - Present (3 years)

Tradewinds, LLC

2019 - 2022 (3 years)

The Vanguard Group, Inc

2018 - 2018 (< 1 year)

Federal Deposit Insurance Corporation

2017 - 2017 (< 1 year)

Wells Fargo Advisors

2016 - 2019 (3 years)

Clemson University

2014 - 2016 (2 years)

Pressure Pros Of The Carolinas

2010 - 2016 (6 years)

York Preparatory Academy

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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

Stephen Ross
Raleigh, NC
Stephanie Williams
Raleigh, NC
Miller Hoffman
Raleigh, NC
Martin Boney
Raleigh, NC
Todd Shand
Raleigh, NC
Tracey Nobles
Raleigh, NC
Timothy Whitney
Raleigh, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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