Derek D. Finney
Investment Adviser Representative at Hoffman Capital Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Derek D. Finney is an investment adviser representative with Hoffman Capital Advisors LLC in Cranberry Twp, PA, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 6 firms, including LPL Financial LLC and Cambridge Investment Research Advisors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
1 state or territory
Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- NYLIFE Securities LLCJun 2017 – Apr 2018Pittsburgh, PA
- Denison UniversityAug 2013 – Jun 2017Granville, OH
- Hefren TillotsonMay 2018 – Jun 2019Wexford, PA
- PNC Investments, LLCAug 2019 – Nov 2022Pittsburgh, PA
- Cantella & Co., Inc.Nov 2022 – Jun 2023Malden, MA
- Cambridge Investment Research Advisors, Inc..Dec 2022 – Nov 2023Fairfield, IA
- Cambridge Investment Research, Inc.Dec 2022 – Nov 2023Fairfield, IA
- Cantella & Co.,Nov 2022 – Dec 2022Malden, MA
- LPL Financial LLCNov 2023 – Aug 2025Moon Twp, PA
- J Cubed Financial Advisory GroupNov 2022 – Jul 2025Moon Twp, PA
- Hoffman Capital Advisors LLCAug 2025 – no end date reportedCranberry Twp, PA
- NewEdge Securities LLCAug 2025 – no end date reportedPittsburgh, PA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Hoffman Capital Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 - $1,000,0001.00%
- $1,000,001 - $2,000,0000.75%
- $2,000,001 - $10,000,0000.50%
- $10,000,001 and up0.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, asset management, tax planning, business planning, retirement planning, estate planning, legacy planning, charitable giving, insurance review and analysis, long term care planning, budgeting, saving strategies, investing, and selling a business. Also supports independent advisors with compliance and technology navigation.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Cranberry Twp, PA
- SEC file number:
- 801-114896
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 25, 2026
View full firm profileOther advisors at Hoffman Capital Advisors LLC
5 other advisors in the directory
Similar advisors in Cranberry Twp, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Derek D. Finney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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