Edward
Hoffman

Gitterman Wealth Management, LLC

CRD#5983165
Investment Advisor
in Trenton, NJ

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About this Advisor

Edward Hoffman is a financial advisor based in Trenton, New Jersey, working with Gitterman Wealth Management, LLC. Edward has previously held positions at New England Securities, Metlife Securities Inc, Creative Financial Group Of Nj, Triad Advisors, Inc, Gitterman Wealth Management, LLC, and Vanderbilt Securities, LLC. Edward has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Pennsylvania. Currently, Edward is part of Gitterman Wealth Management, LLC, which operates out of Trenton, New Jersey. The firm has 16 employees and manages assets totaling $624.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Gitterman Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2279 Us Highway 33 Suite 506
Trenton, NJ 08690

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Gitterman Wealth Management, LLC Brokerage Details

Total Assets Under Management

$624,665,782

NJ Average: $10,121,009,343
Total Number of Employees

16

NJ Average: 92
Total Number of Accounts

549

NJ Average: 6,978
Average Account Size

$1,137,825

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Edward Hoffman Work History

2017 - Present (8 years)

Vanderbilt Securities, LLC

2016 - Present (9 years)

Gitterman Wealth Management, LLC

2016 - 2017 (1 year)

Triad Advisors, Inc

2015 - 2016 (1 year)

Metlife Securities Inc

2012 - 2014 (2 years)

Creative Financial Group Of Nj

2011 - 2016 (5 years)

New England Securities

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Disclosures

Please visit the SEC profile of Edward Hoffman 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 Gitterman Wealth Management, LLC

Edward Hoffman
Trenton, NJ
Jason Condon
Edison, NJ
Samuel Bell
Edison, NJ
Ira Goldberg
Edison, NJ
Elias Rauch
Edison, NJ
Kenneth Quarnaccio
Edison, NJ
Jennifer Easley
Edison, NJ
Jeffrey Gitterman
Edison, NJ

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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