Derek D. Finney

Employer firm

Hoffman Capital Advisors LLC CRD 287766

$185M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Hoffman Capital Advisors Llc

1659 Rt 228 Suite 5, Cranberry Twp, PA 16066 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-08-11

PA RA
APPROVED

Since 2025-08-11

Branch Locations

1659 Rt 228 Suite 5, Cranberry Twp, PA 16066 • 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

Organization	City	State	From	To
Nylife Securities Llc	Pittsburgh	PA	06/2017	04/2018
Denison University	Granville	OH	08/2013	06/2017
Hefren Tillotson	Wexford	PA	05/2018	06/2019
Pnc Investments, Llc	Pittsburgh	PA	08/2019	11/2022
Cantella & Co., Inc.	Malden	MA	11/2022	06/2023
Cambridge Investment Research Advisors, Inc..	Fairfield	IA	12/2022	11/2023
Cambridge Investment Research, Inc.	Fairfield	IA	12/2022	11/2023
Cantella & Co.,	Malden	MA	11/2022	12/2022
Lpl Financial Llc	Moon Twp	PA	11/2023	08/2025
J Cubed Financial Advisory Group	Moon Twp	PA	11/2022	07/2025
Hoffman Capital Advisors Llc	Cranberry Twp	PA	08/2025	Present
Newedge Securities Llc	Pittsburgh	PA	08/2025	Present

06/2017 → 04/2018

Nylife Securities Llc

Pittsburgh, PA
08/2013 → 06/2017

Denison University

Granville, OH
05/2018 → 06/2019

Hefren Tillotson

Wexford, PA
08/2019 → 11/2022

Pnc Investments, Llc

Pittsburgh, PA
11/2022 → 06/2023

Cantella & Co., Inc.

Malden, MA
12/2022 → 11/2023

Cambridge Investment Research Advisors, Inc..

Fairfield, IA
12/2022 → 11/2023

Cambridge Investment Research, Inc.

Fairfield, IA
11/2022 → 12/2022

Cantella & Co.,

Malden, MA
11/2023 → 08/2025

Lpl Financial Llc

Moon Twp, PA
11/2022 → 07/2025

J Cubed Financial Advisory Group

Moon Twp, PA
08/2025 → Present

Hoffman Capital Advisors Llc

Cranberry Twp, PA
08/2025 → Present

Newedge Securities Llc

Pittsburgh, PA

Previous Registrations

2023-11-29 → 2025-08-01

Lpl Financial Llc

Moon Twp, PA

Moon Twp, PA

San Diego, CA
2022-12-08 → 2023-12-08

Cambridge Investment Research Advisors, Inc.

Moon Twp., PA
2022-11-23 → 2023-06-01

Cantella & Co., Inc.

Malden, MA

Moon Township, PA

Malden, MA
2019-08-19 → 2022-11-08

Pnc Wealth Management Llc

Pittsburgh, PA

Lawrenceville, GA

Pittsburgh, PA
2018-10-26 → 2019-05-31

Hefren-Tillotson, Inc.

Pittsburgh, PA

Wexford, PA

Other Businesses

Licensed Life Insurance agent; Investment Related; 1659 Route 228 Suite 5 Cranberry Twp PA 16066; 2025-09-24; No Hours per month devoted to business during trading or outside trading hours; No compensation received.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-10-26
S63	Uniform Securities Agent State Law Examination	2017-11-03

S65 Uniform Investment Adviser Law Examination

2018-10-26
S63 Uniform Securities Agent State Law Examination

2017-11-03

Designations

Certified Financial Planner

Other Names

Derek Duhon Finney

View on SEC IAPD