Michael HoffCRD Number: 3145733
Current Firm: Steward Partners Investment Advisory, LLC
Michael Hoff (CRD# 3145733) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Baltimore, MD and has over 16 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
|Steward Partners Investment Advisory, LLC||New York, NY||Oct 2017 - Current||< 1|
|Raymond James Financial Services, Inc.||Baltimore, MD||Oct 2017 - Current||< 1|
|Steward Partners Global Advisory, LLC||Baltimore, MD||Oct 2017 - Current||< 1|
|Morgan Stanley Smith Barney||Baltimore, MD||Jun 2014 - Oct 2017||3|
|Morgan Stanley Smith Barney||Baltimore, MD||Jun 2009 - Jun 2014||5|
|Morgan Stanley & Company Incorporated||Baltimore, MD||Aug 2008 - Jun 2009||< 1|
|Ubs Financial Services Inc.||Baltimore, MD||Dec 2003 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2001|
|S66||NASAA Uniform Combined State Law Examination||Mar 2004|
Total Assets Under Management3,513MILLIONS
Total Number of Accounts7,937ACCOUNTS
Average Account Value$442,621
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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