Todd
Hobson

Cable Hill Partners, LLC

CRD#5591570
Investment Advisor
in Portland, OR

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About this Advisor

Todd Hobson is a financial advisor based in Portland, Oregon, working with Cable Hill Partners, LLC. Todd has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Bancwest Investment Services, Inc, Bank Of The West, Umpqua Investments, Inc, Umpqua Bank, Cable Hill Partners, LLC, and Steward Partners Investment Solutions, LLC. Todd has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Todd is part of Cable Hill Partners, LLC, which operates out of Portland, Oregon. The firm has 27 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cable Hill Partners, 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, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1155 Sw Morrison Street Suite 400
Portland, OR 97205

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Cable Hill Partners, LLC Brokerage Details

Total Assets Under Management

$1,665,876,483

OR Average: $1,120,203,312
Total Number of Employees

27

OR Average: 50
Total Number of Accounts

2,740

OR Average: 1,309
Average Account Size

$607,984

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Todd Hobson Work History

2023 - Present (1 year)

Cable Hill Partners, LLC

2018 - 2021 (3 years)

Umpqua Investments, Inc

2018 - 2023 (5 years)

Umpqua Bank

2018 - 2023 (5 years)

Steward Partners Investment Solutions, LLC

2014 - 2018 (4 years)

Bancwest Investment Services, Inc

2014 - 2018 (4 years)

Bank Of The West

2011 - 2014 (3 years)

Wells Fargo Advisors LLC

2005 - 2014 (9 years)

Wells Fargo Bank Na

Disclosures

Please visit the SEC profile of Todd Hobson 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 Cable Hill Partners, LLC

Anthony Rue
Portland, OR
Jesse Sigrist
Portland, OR
Brian Hefele
Portland, OR
David Christian
Portland, OR
Meredith Stewart
Portland, OR
Kendall Acheson
Portland, OR
Jennifer Estner
Portland, OR
Bethany Purkapile
Portland, OR

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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