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Jeffrey Scott Buck

Nicholas Hoffman & Company, LLC

Atlanta, GA

CRD 2239235

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Employer firm

Nicholas Hoffman & Company, LLC CRD 144516

$8.26B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Nicholas Hoffman & Company, Llc

Two Midtown Plaza 1349 West Peachtree Street St. Nw, Suite 1050, Atlanta, GA 30309-2929 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-12-06
  • GA RA
    APPROVED
    Since 2021-12-06

Branch Locations

Two Midtown Plaza 1349 West Peachtree Street St. Nw, Suite 1050, Atlanta, GA 30309-2929 • 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
Nicholas Hoffman & Company Llc Atlanta GA 09/2021 Present
Diversified Trust Co Atlanta GA 08/2015 06/2021
Unemployed Atlanta GA 07/2021 08/2021
  • 09/2021 → Present
    Atlanta, GA
  • 08/2015 → 06/2021
    Diversified Trust Co
    Atlanta, GA
  • 07/2021 → 08/2021
    Unemployed
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-12-21
S65 Uniform Investment Adviser Law Examination 1993-12-08
  • S63 Uniform Securities Agent State Law Examination
    1993-12-21
  • S65 Uniform Investment Adviser Law Examination
    1993-12-08
Designations
  • Chartered Financial Analyst
Other Names
  • Jeffrey S Buck

View on SEC IAPD

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