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Garrett Stewart Hoge

H Financial Management

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About Garrett Stewart Hoge

Garrett Stewart Hoge is a financial advisor with over 39 years of experience in the industry. Garrett is registered with H Financial Management and holds licenses in multiple states. Garrett is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. Garrett has a wide range of experience, working with individuals, families, and businesses. Garrett is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Garrett's specialties include financial planning, portfolio management, and insurance. Garrett is a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Garrett Hoge is currently registered with H Financial Management. H Financial Management is an investment advisor registered with the SEC located in Canonsburg, PA. They manage approximately $533,769,756 in assets for individuals, corporations, and charitable organizations. They provide financial planning and portfolio management services for individuals, businesses, and retirement plans. They are also registered with the state of Pennsylvania.
H Financial Management

400 SOUTHPOINTE BLVD.

CANONSBURG, PA 15317

$533.77M

Assets Under Management

Not reported

Total Clients

5

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Garrett Hoge’s Registration & Firm History

PA

08/25/2018 - Present

H Financial Management (CANONSBURG PA)

PA

06/16/2009 - 08/23/2024

TRIAD ADVISORS LLC (CANONSBURG PA)

PA

01/01/2004 - 06/17/2009

MULTI-FINANCIAL SECURITIES CORPORATION (CANONSBURG PA)

OH

01/11/1989 - 01/01/2004

VESTAX SECURITIES CORPORATION (HUDSON OH)

MA

09/22/1989 - 11/13/2001

MANEQUITY, INC. (BOSTON MA)

NA

09/15/1987 - 01/20/1989

MANEQUITY, INC.

NA

04/07/1986 - 01/26/1988

FSC SECURITIES CORPORATION

NA

11/13/1985 - 03/20/1986

ALLEGHENY INVESTMENTS, LTD.

NA

02/22/1984 - 12/09/1985

GENERAL AMERICAN LIFE INSURANCE COMPANY

NA

07/08/1985 - 11/15/1985

MANEQUITY, INC.

NA

11/30/1983 - 02/01/1984

SMA EQUITIES, INC.

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Licenses & Designations

IA

Issued 01/23/1990

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/27/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

BC

Issued 11/29/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Garrett Stewart Hoge.
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