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Richard Hofmann

Strategic Advisers LLC

Pittsburgh, PA

Cranberry Twp, PA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Pittsburgh, PA • United States

2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • 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
North Allegheny School District Pittsburgh PA 08/2012 05/2018
Pennsylvania State University State College PA 08/2018 05/2022
Burgatory Pittsburgh PA 06/2019 08/2019
Fidelity Investments Cranberry Township PA 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2012 → 05/2018
    North Allegheny School District
    Pittsburgh, PA
  • 08/2018 → 05/2022
    Pennsylvania State University
    State College, PA
  • 06/2019 → 08/2019
    Burgatory
    Pittsburgh, PA
  • 06/2022 → Present
    Fidelity Investments
    Cranberry Township, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cranberry Township, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-08
  • S66 Uniform Combined State Law Examination
    2023-05-08
Other Names
  • Richard Wu Hofmann

View on SEC IAPD

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