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Donald Nathan Hoffman

Prosperity - AN Eisneramper Co.

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About Donald Nathan Hoffman

Donald Nathan Hoffman is a financial advisor with over 20 years of experience in the industry. Donald has been with Prosperity - An Eisneramper Co. since 2011. Donald is a registered representative and investment advisor. Donald holds the Series 7, Series 66 and SIE licenses. Donald is a licensed representative in Delaware, Florida, Illinois, Maryland, Pennsylvania, South Carolina, Texas and Virginia. Donald specializes in financial planning, portfolio management and pension consulting.

Firm Information

Donald Hoffman is currently registered with Prosperity - AN Eisneramper Co.. Prosperity - AN Eisneramper Co. is a registered investment advisor based in Owings Mills, MD. The firm has 27 licensed agents, 45 investment advisor representatives, and 42 registered representatives. They manage approximately $2.91 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. They do not participate in wrap fee programs.
Prosperity - AN Eisneramper Co.

10065 RED RUN BOULEVARD

OWINGS MILLS, MD 21117

$2.91B

Assets Under Management

2

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Hoffman’s Registration & Firm History

MD

03/25/2021 - Present

Prosperity - AN Eisneramper Co. (OWINGS MILLS MD)

MD

12/16/2011 - 06/02/2023

TRIAD ADVISORS LLC (Owings Mills MD)

MD

01/05/2005 - 12/19/2011

1ST GLOBAL CAPITAL CORP. (OWINGS MILLS MD)

MD

09/17/2001 - 12/31/2004

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 12/20/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Nathan Hoffman.
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