Edward Hoffman
Investment adviser representative at Sanders Morris LLC
13 yearsExperience
1 stateRegistered in
$576.1MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Sanders Morris LLCMar 2020 to now
- Sanders Morris HarrisMar 2020 to now
- Fly Holdings LLCNov 2013 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2017 to Apr 2018
- Morgan Stanley Private Bank, National AssociationDec 2015 to Feb 2017
- Morgan StanleySep 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2008
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sanders Morris LLC
$576.1MAssets managed
127Clients
11Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4154319
- Firm CRD
- 20580