Ronald
Hochstein

Highstone Group

CRD#871881
Investment Advisor
in Richmond, VA

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About this Advisor

Ronald Hochstein is a certified financial planner and chartered financial consultant operating in Richmond, Virginia who has 30 years of relevant experience. Hochstein is currently employed by Highstone Group. Throughout their career, they have worked at Ronald J. Hochstein Registered Rep, Self-Employed Business Consultant And Mi, Self-Employed Insurance Agent/Broker, Self-Employed Broker-Dealer 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. Hochstein has a Series 63 license, qualifying them as a securities agent, and is registered to operate in Maryland and Virginia. Highstone Group is a registered investment business headquartered in Richmond, VA. It controls $181 million in assets among its 828 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 828 client accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets. Highstone Group provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Highstone Group likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

30 years

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

$181,244,638

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

4

VA Average: 32
Total Number of Accounts

828

VA Average: 1,458
Average Account Size

$218,894

VA Average: $1,258,785

Investment Advisory Services

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

Ronald Hochstein Work History

Ronald has been registered as a financial advisor for 30 years.*

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)

Ronald J. Hochstein Registered Rep

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

2002 - 2018 (16 years)

Securities Service Network, Inc

1992 - 2016 (24 years)

Culler Farms Family Limited Partnership

1992 - 2016 (24 years)

Culler Farms Inc

*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 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 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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