Devin Richard Hoffman
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- UBS Financial Services Inc.Sep 2025 to now
- TravelJun 2025 to Jul 2025
- JPMorgan Chase & Co.Aug 2023 to May 2025
- Montauk Beach HouseMay 2023 to Sep 2023
- Fidelity InvestmentsMay 2022 to Sep 2022
- Mikes Beer BarnJun 2020 to Dec 2021
- Florida State UniversityJun 2019 to May 2023
- Montverde AcademyAug 2018 to May 2019
- Ponte Vedra Inn & ClubApr 2018 to Aug 2018
- Ponte Vedra High SchoolAug 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7567923
- Firm CRD
- 8174