EH
EH

Erin Hoffman

4 Years of Experience
Paramus, NJ
BrokerSells Insurance

Erin Hoffman is a registered investment advisor at Park Avenue Securities LLC, based in Paramus, NJ, with 4 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

52 Forest Ave, Paramus, NJ, 07652

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Erin is an insurance broker since 2020, dedicating a few hours per week to this activity. She also serves as a board member for Eminae Network and Spry Forward, runs Erin Hoffman Consulting LLC, and is Vice Chair and Board Member of NJ National Women in Roofing Council, each requiring minimal time.

Employment History
Current Registrations
Park Avenue Securities LLC
January 2022 - Present · 4 yrs 4 mos
Park Avenue Securities LLCBroker
April 2021 - Present · 5 yrs 1 mo
State Registrations28 states
ALARAZCACOCTDCFLGAILINKYMAMDMIMSNCNHNJNYOHOKPARISCTXWAWI
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.
Erin Hoffman - Financial Advisor | TrueAdvisor