Edward Carl Hoffman

Current Employers

Employment History

• 07/2016 → 06/2017
  Triad Advisors, Inc.
  Hamilton, NJ
• 06/2016 → Present
  Gitterman Wealth Management, Llc
  Edison, NJ
• 06/2017 → Present
  Vanderbilt Securities, Llc
  Edison, NJ
• 10/2025 → Present
  Perigon Wealth Management, Llc
  Edison, NJ

Previous Registrations

• 2016-08-16 → 2025-12-09
  Gitterman Wealth Management, Llc
  Hamilton, NJ
• 2015-01-02 → 2016-07-07
  Msi Financial Services, Inc.
  Wall Township, NJ
  Fairfield, NJ
• 2014-06-02 → 2015-01-02
  New England Securities
  Wall Township, NJ

Other Businesses

1) Vanderbilt Insurance Services; (Main office in Woodbury, NY) Non-Investment related; Insurance Sales; 06/16/17; Time spent during regular business hours - 5%; Compensated with Commissions. 2) CEC Benefits; Not investment-related; 12404 Park Central Dr, Suite 400s, Dallas, TX. 75251; Insurance; Licensed Insurance Agent; 10/1/2025; 2 hours per month; 0 during trading hours; Obtain quotes for businesses looking to add a group health plan to their benefits package 3) Simplicity Group; Not investment-related; 331 Newman Springs Road, Bldg 3, Red Bank, NJ. 07701; Insurance; Licensed Insurance Agent; 10/1/2025; 5 hours per month; 0 during trading hours; Design insurance policies and annuity products for clients based on need

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-08
• S63 Uniform Securities Agent State Law Examination
  2012-05-11

Other Names

• Edward Hoffman
• Ted Hoffman