Todd Hoffman
Hoffman Private Wealth Group - Steward Partners
600 Cleveland Street
Clearwater, FL 33755
7273515327
About Hoffman Private Wealth Group - Steward Partners
At Hoffman Private Wealth Group, we've been helping successful people achieve a secure and comfortable retirement for more than three decades.
Through a sophisticated planning approach rooted in truly knowing and caring for you, we strive to align your wealth with your values, seeking to give you greater clarity and peace of mind.
Our mission is simple, to empower you to live the life you desire today while implementing the plans necessary to accomplish your goals for tomorrow.
See Disclosures
General Information
Firm Start Year
1926
CRD#
2232487
Firm CRD#
1254
Insurance License#
A120915
States Licensed in
AL,AK,AZ,AR,CA,CO,CN,DE,DC,FL,GA,HA,ID,IL,IN,OI,KA,LA,MA,MD,MA,MI,MN,MS,MO,NE,NV,NH,NJ,NM,NY,NC,CD,OH,OK,OR,PN,PR,RI,SC,SD,TN,TX,UT,VM,VI,WA,WV,WI,WY
Years of Experience in Financial Services
35
Number of Years with Current Firm
8
Work Experience
Todd graduated from Michigan State University, College of Business, in 1984. After graduation he joined Ford Motor Company as a dealer consultant and in 1987-1990. In 1990 he joined his family's Marketing Company. In 1992, Todd started his career as a Financial Advisor with Raymond James Financial, and in 1995 joined Salomon Smith Barney. In 2000, Todd received his designation as a CERTIFIED FINANCIAL PLANNER® practitioner. In 2002, Todd joined Morgan Stanley to expand his Discretionary Portfolio Management practice. In 2003, he earned the title of Wealth Advisor and in 2010 became a Senior Portfolio Management Director. In 2011, Todd received his Certified Portfolio Manager® certification from the Academy of Certified Portfolio Managers (ACPM®). In 2015, Todd earned the title of Executive Director at Morgan Stanley and was named one of the Top 400 Financial Advisors by the Financial Times. In 2016 and 2017 Todd was named one of Barron's Top 1,200 Financial Advisors. Todd left Morgan Stanley in 2017 to join the first Florida office of Steward Partners Global Advisory to expand his money management practice nationally and in both 2019 through 2025 has been named on the Best-in-State Wealth Advisor list for Forbes Magazine. In 2024, Todd was named on Advisors Hub, national Top 50 Advisors to thier watch list (under 1 Billion Assets). All recognition award information mentioned in the video can be found on Steward Partners' website at https://www.stewardpartners.com/important-disclosures.35.htm
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 8, Series 31, Series 63, Series 66
Insurance and Annuity Licenses
Variable Life, Disability, Annuity, Health, Life, Variable Annuity, Long Term Care
Firm Information
Advisor's Number of Managed Clients
400
Total Assets Under Management by Advisor
$850,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000.00
Compensation Methods
Commissions, Based on Assets
Education
Business Administration - Marketing, Finance, Economics
Michigan State University
05/14/1980 -09/05/1984
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who succesfully complete the organization's initial and ongoing certification requirements to use the certification marks. Life insurance, disability income insurance, and long-term care insurance are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment Advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment advisor. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893366/rothira-Hoffman-Private-Wealth-Group---Steward-Partners-detailed-disclosure.html