Edward Hoffman, financial advisor Dallas TX

Edward Hoffman

CRD Number: 4154319
Current Firm: Sanders Morris LLC

Edward Hoffman (CRD# 4154319) is an Investment Advisor Representative working at Sanders Morris LLC in Dallas, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Sanders Morris Harris Dallas, TX Mar 2020 - Current 4
Fly Holdings LLC Dallas, TX Nov 2013 - Current 10
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas, TX Apr 2017 - Apr 2018 1
Morgan Stanley Private Bank, National Association New York, NY Dec 2015 - Feb 2017 1
Morgan Stanley Dallas, TX Sep 2015 - Feb 2017 1
Delos Investment Management LLC Dallas, TX Feb 2008 - Jan 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S65 NASAA Investment Advisors Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Nov 2015
Contact Info for Edward Hoffman
Phone Number: 713-224-3100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    820
    MILLIONS
  • Total Number of Accounts
    729
    ACCOUNTS
  • Average Account Value
    $1,124,725
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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