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Michael Robert Hoff

Steward Partners Investment Advisory, LLC

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About Michael Robert Hoff

Michael Robert Hoff is an investment advisor representative with Steward Partners Investment Advisory, LLC. Michael has been in the securities industry since January 30, 2002. Michael is registered with the state of Maryland and Louisiana and has been with Steward Partners since October 2017. Michael has a wide range of experience in the industry having worked for several firms including Raymond James Financial Services, Inc., Morgan Stanley, and UBS Financial Services Inc.. Michael is also the owner of SMH Capital Group, a support company.

Firm Information

Michael Hoff is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisory firm with approximately $20.43 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Steward Partners Investment Advisory, LLC has 354 registered representatives and serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. They are headquartered in New York, NY.
Steward Partners Investment Advisory, LLC

140 E. 45TH STREET

NEW YORK, NY 10017

$20.43B

Assets Under Management

21,758

Total Clients

356

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Hoff’s Registration & Firm History

MD

11/01/2017 - Present

Steward Partners Investment Advisory, LLC (BALTIMORE MD)

MD

10/20/2017 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (BALTIMORE MD)

MD

06/01/2009 - 10/24/2017

MORGAN STANLEY (BALTIMORE MD)

MD

08/11/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (BALTIMORE MD)

MD

02/10/2004 - 08/22/2008

UBS FINANCIAL SERVICES INC. (BALTIMORE MD)

MA

09/05/2003 - 03/04/2004

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NJ

11/13/2001 - 06/17/2003

CITISTREET EQUITIES LLC (SOMERSET NJ)

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Licenses & Designations

BOTH

Issued 03/24/2004

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/14/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2014

Series 3 - National Commodity Futures Examination

BC

Issued 03/08/2004

Series 7 - General Securities Representative Examination

BC

Issued 11/12/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Robert Hoff.
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