Donald Hoffman is a registered investment advisor, based in Owings Mills, MD, with 24 years of industry experience.
Location
10065 Red Run Boulevard, Suite 200, Owings Mills, MD, 21117
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is the President/Owner of The Prosperity Consulting Group LLC, dedicating full-time hours to financial planning, asset management, and estate planning. He also spends about a quarter of his time as a partner at EisnerAmper LLP and Eisner Advisory Group, LLC, providing tax accounting and preparation services, and dedicates minimal time to insurance sales.
Employment History
Current Registrations
Dai Securities, LLCBroker
Prosperity - an Eisneramper Company
Previous Registrations
Eisneramper Wealth Management & Corporate Benefits, LLC
Triad Advisors LLCBroker
1st Global Capital CORP.Broker
1st Global Advisors INC
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.