Robert Hoffman
Robert Hoffman is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (3)
Judgment / Lien
July 2017Judgment / Lien
October 2014Customer Dispute
January 2002Other Business Activities
Robert operates under SCH Financial Group and Advantage Investment Management, LLC. He dedicates full-time hours to providing investment advisory services through Private Advisor Group, LLC and Advantage Financial Group.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Advantage Investment Management, LLC
Westport Resources Management INC
Westport Resources Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Finser Investment CompanyBroker
Investment Securities of Oklahoma, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.