SR. Vice President · Verus Financial Partners
Edward L Hoppe
CRD 4865237 · Named on Form ADV at one SEC-registered adviser
At a glance
Verus Financial Partners, an SEC-registered wealth manager based in Richmond, VA with $1.2 billion in regulatory assets, lists Edward L Hoppe on its Form ADV as SR. Vice President, a control person.
Firms and roles
- Verus Financial PartnersSR. Vice PresidentWealth manager · Richmond, VA · $1.2B in regulatory assets
AtlasMembers
Edward’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Edward’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David A. KozlowskiPresident, Verus Financial Partners
- Julie A. WaitmanSR. Vice President, Chief Compliance Officer, Verus Financial Partners
- William J. LagosSR. Vice President, Verus Financial Partners
- Brian J. WelchVice President, Verus Financial Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.