Ronald
Hochstein

Highstone Group

CRD#871881
Investment Advisor
in Richmond, VA

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About this Advisor

Ronald Hochstein is a financial advisor based in Richmond, Virginia, working with Highstone Group. Ronald has previously held positions at Self-Employed Business Consultant And Mi, Self-Employed Insurance Agent/Broker, Self-Employed Broker-Dealer Rep, Ronald J. Hochstein Registered Rep, Comprehensive Financial Group, Culler Farms Family Limited Partnership, Culler Farms Inc, #Ia Comprehensive Financial Planning Cor, Comprehensive Financial Insurance Svcs, Securities Service Network, Inc, Highstone Group, Silver Oak Securities, Inc, and High Stone Properties LLC. Ronald has passed the Series 63 regulatory exam and is registered to provide services in Maryland and Virginia. Currently, Ronald is part of Highstone Group, which operates out of Richmond, Virginia. The firm has 4 employees and manages assets totaling $219.3 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Highstone Group includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4205 Dover Road
Richmond, VA 23221

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Highstone Group Brokerage Details

Total Assets Under Management

$219,303,289

VA Average: $1,835,309,194
Total Number of Employees

4

VA Average: 32
Total Number of Accounts

177

VA Average: 1,458
Average Account Size

$1,239,002

VA Average: $1,258,785

Investment Advisory Services

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

Ronald Hochstein Work History

2018 - Present (6 years)

Silver Oak Securities, Inc

2011 - Present (13 years)

High Stone Properties LLC

2002 - Present (22 years)

Highstone Group

1996 - Present (28 years)

Comprehensive Financial Insurance Svcs

1993 - Present (31 years)

#Ia Comprehensive Financial Planning Cor

1986 - Present (38 years)

Comprehensive Financial Group

1979 - Present (45 years)

Self-Employed Business Consultant And Mi

1979 - Present (45 years)

Self-Employed Insurance Agent/Broker

1979 - Present (45 years)

Self-Employed Broker-Dealer Rep

1979 - Present (45 years)

Ronald J. Hochstein Registered Rep

2002 - 2018 (16 years)

Securities Service Network, Inc

1992 - 2016 (24 years)

Culler Farms Family Limited Partnership

1992 - 2016 (24 years)

Culler Farms Inc

Disclosures

Please visit the SEC profile of Ronald Hochstein 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 Highstone Group

Justin Hochstein
Richmond, VA
Amy Clark
Richmond, VA
Ronald Hochstein
Richmond, VA

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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