Andrew Max Hoffman
Investment adviser representative at Steward Partners Investment Advisory, LLC
12 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Steward Partners Investment Advisory, IncOct 2024 to now
- Steward Partners Global Advisory, LLCJun 2024 to now
- Steward Partners Investment Solutions, LLCJun 2024 to now
- UnemployedDec 2023 to May 2024
- Third Bridge Group LimitedAug 2022 to Nov 2023
- NasdaqJun 2022 to Jul 2022
- Brandeis International School of BusinessAug 2021 to May 2022
- Anderson Partners/nestle WaterJun 2021 to Jul 2021
- Pacer EtfsJul 2020 to Aug 2020
- Svs Securities PlcMay 2019 to Jul 2019
- Progressive Investors NetworkJan 2019 to May 2019
- Evolution Africa CapitalJul 2018 to Aug 2018
- Steward Partners Global Advisory, LLCMay 2018 to Jun 2018
- Brandeis UniversityAug 2017 to May 2021
- Berkeley Preparatory SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 6953689
- Firm CRD
- 283004