William Hoover has been President & COO of Broadleaf Partners since February 2009, is a control person of the firm and directly owns between 50% and 75% of it.
Broadleaf Partners, LLC is a Hudson, OH firm with $551M under management, 244 clients and 4 advisers in one office, as of its June 2026 filing.
William Hoover’s longest registration is the current one, 17 years at Broadleaf Partners since 2009. Before joining Broadleaf Partners in 2009, William Hoover was registered through Morgan Stanley & Co. Incorporated and Morgan Stanley.
- Broadleaf Partners, LLCCurrent– present · 17 yearsHudson, OH · Adviser representative · Firm CRD 137433
- Morgan Stanley & Co. Incorporated– · 1 yearAkron, OH · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 6 yearsAkron, OH · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
William Hoover is registered as an investment adviser representative in Ohio, since February 2009.
- OhioSince 11 February 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 23 February 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 September 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 July 1993 |
| Series 7 | General Securities Representative Examination | 24 May 1993 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Frank Hoover
- CRD
- 2344693
- Firm
- Broadleaf Partners · CRD 137433
- Role
- President & COO
- Office
- 9 AURORA STREET, SUITE #5, Hudson, OH 44236
- Registration
- Investment adviser registration
- In the industry since
- March 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does William Hoover work?
William Hoover has been President & COO of Broadleaf Partners, LLC since February 2009, and is a control person of the firm.
Is William Hoover a financial advisor?
Yes. William Hoover has a current investment-adviser registration in Ohio, through Broadleaf Partners since February 2009.
How many years of experience does William Hoover have?
William Hoover has 25 years in the financial industry, since March 2001, across 3 adviser firms.
What exams has William Hoover passed?
William Hoover has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in May 1993.
Where did William Hoover work before Broadleaf Partners?
Before Broadleaf Partners, William Hoover was registered through Morgan Stanley & Co. Incorporated, April 2007 to February 2009; Morgan Stanley, March 2001 to April 2007.
Where is William Hoover based?
William Hoover’s registered office is in Hudson, OH.
Is William Hoover registered with FINRA?
No. William Hoover has no current broker registration.
How can I verify William Hoover’s record?
Search CRD 2344693 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Hoover’s full registration record.
