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Christopher Paul Hofmeister

Truist Advisory Services, Inc.

Frederick, MD

CRD 8163537

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-11-25
  • MD RA
    APPROVED
    Since 2025-11-25

Branch Locations

1602 Rosemont Ave, Frederick, MD 21702 • 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
Bank Of America Hunt Valley MD 07/2016 09/2019
Attaboy Brewery Frederick MD 10/2019 03/2021
Unemployed Frederick MD 03/2021 08/2021
Truist Bank Frederick MD 08/2021 09/2025
Truist Investment Services, Inc Frederick MD 09/2025 03/2026
Truist Services, Inc Fredrick MD 11/2025 Present
Truist Invesment Services,Inc Frederick MD 03/2026 Present
  • 07/2016 → 09/2019
    Bank Of America
    Hunt Valley, MD
  • 10/2019 → 03/2021
    Attaboy Brewery
    Frederick, MD
  • 03/2021 → 08/2021
    Unemployed
    Frederick, MD
  • 08/2021 → 09/2025
    Truist Bank
    Frederick, MD
  • 09/2025 → 03/2026
    Truist Investment Services, Inc
    Frederick, MD
  • 11/2025 → Present
    Truist Services, Inc
    Fredrick, MD
  • 03/2026 → Present
    Truist Invesment Services,Inc
    Frederick, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-24
  • S66 Uniform Combined State Law Examination
    2025-11-24

View on SEC IAPD

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