Joseph B. Hoffmeier

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

• 03/2016 → Present
  Morgan Stanley Smith Barney Llc
  Allentown, PA
• 03/2016 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*449097 - Rental property; Investment related - Yes; Bethlehem, Pennsylvania; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 6;land lord

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-21
• S63 Uniform Securities Agent State Law Examination
  1994-03-15

Other Names

• Joe Hoffmeier
• Joseph Bernard Hoffmeier
• Joseph Bernard Hoffmeier Jr.
• Joseph Bernard Hoffmeier
• Joseph B. Hoffmeier Jr.