Daniel N Hoffman

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• 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

• 03/2022 → Present
  Morgan Stanley
  New York, NY
• 06/2021 → 03/2022
  Holt Construction
  Pearl River, NY
• 05/2020 → 08/2020
  Allstate
  Pearl River, NY
• 06/2020 → 08/2020
  Cetera Investors
  Pearl River, NY
• 06/2019 → 08/2019
  Sqope S.A.
  Tel Aviv
• 08/2017 → 05/2021
  University At Buffalo
  Buffalo, NY
• 08/2014 → 06/2017
  Clarkstown High School North
  New City, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-07
• S63 Uniform Securities Agent State Law Examination
  2022-05-16

Other Names

• Daniel Hoffman