Todd Hoffman is a CFP-designated registered investment advisor, based in Clearwater, FL, with 33 years of industry experience.
Location
600 Cleveland Street, Suite 1150, Clearwater, FL, 33755
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Todd is an owner of Hoffman Hibbard Private Wealth Group and Hoffman Private Wealth Group, and a trustee for the Jeffrey Hoffman Grantor Trust, dedicating minimal time to each. He also works with Steward Partners Global Advisory as an agent installing insurance and as an employee, and with Steward Partners Investment Advisory LLC as a financial advisor/portfolio manager, spending minimal time on these roles as well.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.Broker
Raymond James & Associates, INC.Broker
State Registrations33 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.