linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Roger Winslow Hoit

Moelis & Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Roger? Claim Your Profile

About Roger Winslow Hoit

Roger Winslow Hoit is an investment professional with over 27 years of experience in the financial services industry. Roger is currently registered with Moelis & Co. LLC. Prior to joining Moelis & Co. LLC, Roger was with Morgan Stanley & Co. Incorporated, SG Cowen Securities Corporation, Gleacher & Co. LLC, NatWest Finance Inc., and PaineWebber Incorporated. Roger holds the Series 7, Series 24, Series 63, Series 79TO, and Series 99TO licenses. Roger is registered in Florida and New York.

Firm Information

Roger Hoit is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Roger Hoit’s Registration & Firm History

FL

02/23/2009 - Present

Moelis & Co. LLC (West Palm Beach FL)

NY

05/03/2000 - 02/13/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

09/10/1999 - 04/28/2000

SG COWEN SECURITIES CORPORATION (NEW YORK NY)

NY

06/29/1999 - 07/31/1999

GLEACHER & CO. LLC (NEW YORK NY)

NY

09/30/1996 - 06/29/1999

NATWEST FINANCE INC. (NEW YORK NY)

NJ

08/11/1994 - 05/21/1996

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

Not sure if Roger Winslow Hoit is right for you?

Licenses & Designations

BC

Issued 12/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roger Winslow Hoit.
Not sure if Roger Winslow Hoit is right for you?