Best Investors Account Sign in
Inactive

Seth Lawrence Hoffman

Apella Wealth

Lenox, MA

West Hartford, CT

CRD 4644285

Claim This Profile
Employer firm

Apella Wealth CRD 171106

$11.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-08
MA RA APPROVED 2025-05-07
CT RA APPROVED 2025-04-23
  • TX RA
    APPROVED
    Since 2025-05-08
  • MA RA
    APPROVED
    Since 2025-05-07
  • CT RA
    APPROVED
    Since 2025-04-23

Branch Locations

5 Walker Street, Lenox, MA 01240 • United States

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Investment Services, Inc. Great Barrington MA 01/2003 04/2025
Apella Wealth 65 Memorial Road, C340 CT 04/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-02-10
  • S65 Uniform Investment Adviser Law Examination
    2003-02-10
Other Names
  • Seth L. Hoffman

View on SEC IAPD

Nearby Firms

RENAISSANCE INVESTMENT GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES

Nearby Investors

Christopher Anthony Silipigno
Jeremy David Lundquist
THOMAS EDWARD MALINOWSKI

Nearby Offices

RENAISSANCE INVESTMENT GROUP, LLC · LENOX, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LENOX, MA
EDWARD JONES · LENOX, MA

More in Lenox, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor