JH
JH

Joseph Hoffmeier

32 Years of Experience
Allentown, PA
1 DisclosureBroker

Joseph Hoffmeier is a registered investment advisor at Morgan Stanley, based in Allentown, PA, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

515 West Hamilton Street, 7th Floor, Allentown, PA, 18101

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2010
Denied
Other Business Activities

Joseph is a landlord and sole proprietor of a rental property in Bethlehem, Pennsylvania, since August 2021. He spends minimal time on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
September 2010 - Present · 15 yrs 8 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
September 1997 - February 2006 · 8 yrs 5 mos
Seco West LimitedBroker
February 1994 - October 1997 · 3 yrs 8 mos
State Registrations31 states
AZCACOCTDCDEFLGAILINKYLAMAMDMEMIMNNCNHNJNYOHORPASCTNTXVAVTWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.