Alison HoffmanCRD Number: 5546928
Current Firm: Blackrock Fund Advisors
Alison Hoffman (CRD# 5546928) is an Investment Advisor Representative working at Blackrock Fund Advisors in San Francisco, CA and has over 6 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Blackrock Investments, LLC||Jersey City, NJ||Aug 2012 - Current||4|
|Unemployed||New York, NY||Jan 2012 - Jul 2012||< 1|
|Pipeline Trading Systems LLC||New York, NY||Jul 2009 - Dec 2011||2|
|Unemployed||Pennington, NE||Jun 2009 - Jul 2009||< 1|
|Fulltime Education University Of Richmond||Richmond, VA||Sep 2008 - May 2009||< 1|
|Ubs Wealth Management||Weehawken, NJ||Jun 2008 - Aug 2008||< 1|
|Fulltime Education University Of Richmond||Richmond, VA||Sep 2007 - May 2008||< 1|
|Borough Of Spring Lake Nj||Spring Lake, NJ||Jun 2007 - Aug 2007||< 1|
|Fulltime Education University Of Richmond||Richmond, VA||Sep 2006 - May 2007||< 1|
|Borough Of Spring Lake Nj||Spring Lake, NJ||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2010|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management941,236MILLIONS
Total Number of Accounts409ACCOUNTS
Average Account Value$2,301,310,802
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
CA, DE, MA, MD, NJ, NY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.