Brian Hoffman, financial advisor Bedminster NJ
83 score

Brian Hoffman

CRD Number: 4504588
Current Firm: Gladstone Wealth Group

Brian Hoffman (CRD# 4504588) is an Investment Advisor Representative working at Gladstone Wealth Group in Bedminster, NJ and has over 9 years of experience in the finance industry.

Similar Advisors
John Middleton, financial advisor Bedminster NJ
John P. Middleton
CRD# 2267593
Brighton Financial Planning
Similar Advisors
John Bartlett, financial advisor Bedminster NJ
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Similar Advisors
Gary Matthews, financial advisor Bedminster NJ
Gary R. Matthews
CRD# 4276969
Sri Investing
Company Name Location Dates Years
Gladstone Institutional Advisory, LLC Bedminster, NJ Oct 2016 - Current 1
Lpl Financial, LLC Bedminster, NJ Oct 2016 - Current 1
Pnc Investments LLC Pittsburgh, PA Feb 2013 - Oct 2016 3
Santander Securities LLC Guaynabo, PR Sep 2012 - Feb 2013 < 1
Sovereign Bank New York, NY Jun 2009 - Feb 2013 3
Lpl Financial Services Charlotte, NC Jun 2009 - Sep 2012 3
Pnc Investments Raritan, NJ Feb 2008 - Jun 2009 1
Pnc Financial Raritan, NJ Sep 2007 - Jun 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Brian S. Hoffman
Phone Number: 908-719-1313
Firm Website:
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Brian Hoffman and other advisors.

About Wealthminder

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.