Stevan Hoffman is a registered investment advisor, based in San Ramon, CA, with 23 years of industry experience.
Location
2010 Crow Canyon Pl, Ste 100, San Ramon, CA, 94583
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Regulatory History (1)
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Customer Dispute
February 2024Settled
Other Business Activities
Stevan is an advisory representative of a RIA, spending nearly full-time creating financial plans for a fee. He also has ownership stakes in European Wax Center franchises and real estate, but these activities are not investment-related and require minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2014 - Present · 11 yrs 8 mos
Cambridge Investment Research Advisors, INC.
November 2014 - Present · 11 yrs 8 mos
Previous Registrations
Metlife Securities INC.
April 2010 - December 2014 · 4 yrs 8 mos
Metlife Securities INC.Broker
April 2010 - December 2014 · 4 yrs 8 mos
Lincoln Financial Advisors Corporation
December 2002 - April 2010 · 7 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
October 2002 - April 2010 · 7 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
October 2002 - May 2006 · 3 yrs 7 mos
State Registrations3 states
CANVOR
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.