Edward Hoffman

from Sanders Morris LLC
SEC regulated
Regulated Investment Advisor
Edward Hoffman is a financial advisor based in Texas, Houston, with 20 years of experience. Edward currently works for Sanders Morris LLC. Edward maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Edward Hoffman works at Sanders Morris LLC
Sanders Morris LLC is a financial advisory firm based in Houston, Texas. It currently has approximately $492,285,125 of assets under management and employs about 28 people. Sanders Morris LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
600 Travis, Suite 5900, Houston, Texas, 77002

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