Lauren Hoffman, financial advisor New Haven CT
88 score

Lauren Hoffman

CRD Number: 6302800
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lauren Hoffman (CRD# 6302800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Haven, CT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. New London, CT Jul 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated New London, CT Feb 2014 - Current 2
Unemployed Ledyard, CT Jan 2014 - Feb 2014 < 1
Par4 Groton, CT Jun 2013 - Dec 2013 < 1
University Of Connecticut Storrs, CT Aug 2011 - Dec 2013 2
Unemployed Ledyard, CT May 2013 - Jun 2013 < 1
University Of Connecticut Scope Hartford, CT Aug 2012 - May 2013 < 1
Combat2career East Hartford, CT May 2012 - Aug 2012 < 1
University Of Connecticut Storrs, CT Oct 2011 - May 2012 < 1
Unemployed Ledyard, CT Jun 2011 - Aug 2011 < 1
White Lightning Athletics Huntersville, NC Oct 2010 - Jun 2011 < 1
Crave Dessert Bar Charlotte, NC Sep 2010 - Sep 2010 < 1
Americans For Tax Reform Washington, DC Jul 2010 - Aug 2010 < 1
Unemployed Charlotte, NC May 2010 - Jun 2010 < 1
Charlotte Extreme Cheerleading Charlotte, NC Jan 2010 - May 2010 < 1
Charlotte School Of Law Charlotte, NC Aug 2009 - Dec 2009 < 1
Pirical Marketing Branford, CT May 2009 - Jul 2009 < 1
Abc Gymnastics Niantic, CT Feb 2007 - May 2009 2
Eastern Connecticut State University Willimantic, CT Aug 2005 - May 2009 3
Federalist Society Washington, DC Nov 2008 - Dec 2008 < 1
Georgetown University Washington, DC Aug 2008 - Dec 2008 < 1
National Republican Senatorial Committee Washington, DC Aug 2008 - Nov 2008 < 1
Kidsrule, LLC Norwich, CT Jun 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Lauren S. Hoffman
Phone Number: 800-637-7455
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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