Gabriel Christopher Hoffman

Employer firm

Taylor Hoffman Capital Management CRD 309329

$470M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 10/2017
  Morgan Stanley Smith Barney
  Richmond, VA
• 01/2015 → 10/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2017 → Present
  Purshe Kaplan Sterlings Investments
  Albany, NY
• 10/2017 → Present
  Taylor Hoffman Wealth Management
  Richmond, VA

Previous Registrations

• 2017-10-23 → 2024-10-29
  Taylor Hoffman Wealth Management, Llc
  Richmond, VA
• 2013-08-23 → 2017-10-24
  Morgan Stanley
  Richmond, VA

Other Businesses

1)TAYLOR HOFFMAN WEALTH MANAGEMENT; INVESTMENT RELATED; 1802 BAYBERRY COURT SUITE 101 RICHMOND, VA 23236; RIA; CHIEF COMPLIANCE OFFICER; 10/2017; 160 HOURS/MONTH; 160 HOURS/MONTH DURING SECURITIES HOURS; CHIEF COMPLIANCE OFFICER 2)RICHMOND PARLIAMENT; NOT INVESTMENT REALTED; 401 WEST FRANKLIN, RICHMOND VA 23220; 501C7; TREASURER; 08/2014; 1 HOUR/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; TREASURER 3) PKS Financial Services. Not Investment Related. 1802 Bayberry Court, Suite 101, Richmond, VA 23238. Fixed Insurance. Agent. 11/2017. 1 Hr/Mo; All During Trading Hours. Fixed Insurance. 4) Campbell University Central Virginia Alumni Chapter; Not Investment Related; 2014; 1 hour/month; 1 hour/month during securities hours; Vice President, help drive strategic outreach and event planning/coordination.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-23

Other Names

• Gabe Christopher Hoffman