Peter Scilovati

Hoover Financial Advisors

30 Liberty Blvd
Suite 200

Malvern, PA 19355

610-651-2777

Your Bridge to the Future

About Hoover Financial Advisors

Your bridge to the future

At HFA, we place equal emphasis on both the expertise we bring and the genuineness of the relationship we develop with you as our client. We believe that honest, transparent, and caring relationships lead to better outcomes for today, tomorrow, and generations to come.

Seeing the positive impact our work has on our clients lives make our lives better too. Because as an independent financial advisor, we put our clients needs first, above all else.

General Information

Firm Start Year

2005

No.of Employees

20-49

CRD#

1953454

Firm CRD#

133979

Name of Custodial Firm

Charles Schwab & Co.

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Businesses, Non-profit, Individual Investors

Services

Investment Types

Exchange Traded Funds (ETFs), Annuities, Mutual Funds, Bonds, Stocks, Insurance

I can meet clients in the following ways

At my office, At your office, At your home, Via Email, Via Phone

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CIMA^®

Securities Licenses

Series 65

Financial Organization Memberships

Investments & Wealth Institute

Firm Information

Assets Managed by Firm

$900 million

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

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