Michael
Hoff

Steward Partners Investment Advisory, LLC

CRD#3145733
Investment Advisor
in Baltimore, MD

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About this Advisor

Michael Hoff is a financial advisor based in Baltimore, Maryland, working with Steward Partners Investment Advisory, LLC. Michael has previously held positions at Morgan Stanley Smith Barney, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Investment Solutions, LLC, Smh Capital Group, and Raymond James Financial Services, Inc. Michael has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Louisiana and Maryland. Currently, Michael is part of Steward Partners Investment Advisory, LLC, which operates out of Baltimore, Maryland. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 International Drive 23Rd Floor
Baltimore, MD 21202

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

MD Average: $7,464,549,021
Total Number of Employees

499

MD Average: 88
Total Number of Accounts

30,287

MD Average: 3,892
Average Account Size

$508,088

MD Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Michael Hoff Work History

2022 - Present (3 years)

Steward Partners Investment Solutions, LLC

2018 - Present (7 years)

Steward Partners Global Advisory, LLC

2017 - Present (8 years)

Steward Partners Investment Advisory, LLC

2017 - Present (8 years)

Smh Capital Group

2017 - 2022 (5 years)

Raymond James Financial Services, Inc

2014 - 2017 (3 years)

Morgan Stanley Smith Barney

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Disclosures

Please visit the SEC profile of Michael Hoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Steward Partners Investment Advisory, LLC

Patrick Connolly
New York, NY
Briana Iannaccone
New York, NY
Erika Luczynski
New York, NY
Christopher Nuhn
New York, NY
Douglas Whitmore
Mobile, AL
Rodger Friedman
Clearwater, FL
Samuel Smith
Nolensville, TN
Donald Brusca
Andover, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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