Hobbs Group Advisors LLC

Kylee Holderied is a financial advisor at Hobbs Group Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Onthemarc Catering. Hobbs Group Advisors LLC provides investment advice to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management, combining portfolio oversight with financial planning, and uses client interviews and risk-tolerance questionnaires to develop individualized investment policies.

Marc Murray is a financial advisor with Hobbs Group Advisors LLC in Columbia, SC, holding a Series 66 designation and 19 years of industry experience. He has worked at several firms including Daniel Advisors, Wealth Alliance, Inc., Wallick Investments, LLC, and has been Managing Director at Shandon Hill Capital LLC since 2011. Hobbs Group Advisors LLC provides investment advice to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, wealth management, pension consulting, and other consulting services, using individualized investment policies and a combination of fundamental analysis and asset allocation strategies.

Mark Hobbs is a financial advisor with Hobbs Group Advisors LLC in Columbia, SC, holding Series 63, 65, and 66 licenses and over 20 years of industry experience. He has worked at Triad Advisors and Wealth Alliance and serves as managing partner of The Hobbs Group, PA, a CPA firm. Outside of advisory work, Hobbs is involved in managing a CPA firm and holds leadership roles in several family and commercial business ventures. Hobbs Group Advisors LLC provides investment advice and wealth management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm develops individualized investment policies and employs asset allocation and fundamental analysis strategies, utilizing both discretionary and digital platforms.

Peter Pigeon is a CFP® professional with 23 years of industry experience, currently affiliated with Hobbs Group Advisors LLC. He has been with Hobbs Group Advisors since 2006 and also serves as Vice President of Wealth Alliance, Inc., an insurance agency. Hobbs Group Advisors LLC provides investment advice to individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering a range of services including discretionary and non-discretionary investment management, wealth management, and pension consulting. The firm develops individualized investment policies based on client interviews and risk-tolerance questionnaires and employs asset-allocation and fundamental-analysis strategies.

David Strange is a CFP® with 14 years of experience in the financial services industry. He is affiliated with Hobbs Group Advisors LLC and has worked at Wealth Alliance since 2011, where he also engages in insurance sales as an agent for life, health, and disability insurance. Additionally, he is involved in land management through US 6, LLC. Hobbs Group Advisors LLC provides investment advice to individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary and non-discretionary investment management along with wealth management and pension consulting services. The firm uses individualized investment policies based on client interviews and risk tolerance, employing asset allocation and fundamental analysis, and serves some clients through a Betterment-based digital platform.

Thomas Manly is a financial advisor at Hobbs Group Advisors LLC in Columbia, SC, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked at Hobbs Group Advisors since 2016, following prior roles at Triad Advisors, Inc. and FIDELITY Brokerage Services LLC. Hobbs Group Advisors LLC provides investment advice to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, wealth management combining portfolio oversight with financial planning, and pension consulting, using individualized investment policies and asset-allocation strategies.

Francesca Passen is a financial advisor at Hobbs Group Advisors LLC with a Series 65 credential and four years of industry experience. Her background includes roles at Bare Minerals and Everhart Advisors, as well as work in the food and beverage sector and education. Hobbs Group Advisors LLC provides investment advice to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, wealth management combined with financial planning, and pension consulting, employing individualized investment policies and asset-allocation strategies.