Edward
Hoffman
Sanders Morris Harris LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Edward Hoffman is a financial advisor working out of Dallas, Texas with a total of 3 years of relevant experience. Hoffman is an advisor for Sanders Morris Harris LLC. Throughout their career, they have worked at Delos Investment Management LLC, Morgan Stanley, Fly Holdings LLC, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc and Sanders Morris Harris. Hoffman holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Sanders Morris Harris LLC is a financial advisory firm that has its headquarters in Houston, TX. The investment advisory business has a total of 28 financial advisors. It administers $492 million in total assets across its 464 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 464 customer accounts, 25% are held by high-net-worth clients who have greater than $1 million in investable assets. Sanders Morris Harris LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually depend on the financial services. Fee types billed by Sanders Morris Harris LLC most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sanders Morris Harris LLC Brokerage Details
$492,285,125
28
464
$1,060,959
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Edward Hoffman Work History
Edward has been registered as a financial advisor for 3 years.*
Sanders Morris Harris
Fly Holdings LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Morgan Stanley
Morgan Stanley Private Bank, National Association
Delos Investment Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Sanders Morris Harris LLC
Houston, TX
Dallas, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
