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Richard Hoffman Hoy

Wealthcare Advisory Partners LLC

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About Richard Hoffman Hoy

Richard Hoffman Hoy is a financial advisor with over 20 years of experience in the industry. He is currently registered with Wealthcare Advisory Partners LLC and has held previous roles with firms such as INFINEX INVESTMENTS, INC., BI INVESTMENTS, LLC, UVEST FINANCIAL SERVICES GROUP, INC. and M&T SECURITIES, INC. Richard is a Series 65, Series 63, and Series 7 licensed individual with SIE and Series 31 designations. Richard specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. He serves clients in Maryland, Virginia, and Massachusetts.

Firm Information

Richard Hoy is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Richard Hoy’s Registration & Firm History

MD

10/27/2016 - Present

Wealthcare Advisory Partners LLC (La Plata MD)

MD

06/01/2008 - 06/17/2016

INFINEX INVESTMENTS, INC. (WALDORF MD)

MD

02/21/2007 - 06/01/2008

BI INVESTMENTS, LLC (WALDORF MD)

MD

11/07/2005 - 03/03/2007

UVEST FINANCIAL SERVICES GROUP, INC. (WALDORF MD)

MD

07/29/2004 - 10/27/2005

M&T SECURITIES, INC. (BALTIMORE MD)

TX

09/15/2003 - 07/26/2004

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

NY

06/15/2000 - 02/10/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

MA

01/01/1998 - 06/12/2000

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NA

04/27/1994 - 01/01/1998

NATIONSSECURITIES

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Licenses & Designations

IA

Issued 12/11/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 06/07/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Hoffman Hoy.
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