Robert Hoffman
Robert Hoffman is a registered investment advisor at Snowden Capital Advisors LLC, based in New York, NY, with 37 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5,771 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCA offers investment management through various programs, typically charging a wrap fee that covers investment advice, trade execution, custody, and reporting. This fee is negotiated with each client and usually ranges from 0.20% to 2.50% of the portfolio's value. In some cases, clients may pay an unbundled advisory fee of up to 3.00% per year, separate from brokerage commissions and transaction charges.
Location
540 Madison Ave., 9th Floor, New York, NY, 10022
Get directionsHistory
Regulatory History (1)
Criminal
August 1971Other Business Activities
Robert works as an investment advisor for Snowden Capital Advisors LLC, dedicating about a quarter of his time to this role. He spends about half of that time during trading hours.
Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Previous Registrations
Snowden Capital Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations16 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.