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
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Location
515 West Hamilton Street, 7th Floor, Allentown, PA, 18101
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2010Denied
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.