Michael Robert Hoff

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 06/2014 → 10/2017
  Morgan Stanley Smith Barney
  Baltimore, MD
• 10/2017 → 05/2022
  Raymond James Financial Services, Inc.
  Baltimore, MD
• 01/2018 → Present
  Steward Partners Global Advisory, Llc
  Baltimore, MD
• 10/2017 → Present
  Steward Partners Investment Advisory, Llc
  New York, NY
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Baltimore, MD

Previous Registrations

• 2009-06-01 → 2017-10-24
  Morgan Stanley
  Baltimore, MD
  Baltimore, MD
• 2008-08-11 → 2009-06-01
  Morgan Stanley & Co. Llc
  Baltimore, MD
• 2004-02-10 → 2008-08-22
  Ubs Financial Services Inc.
  Baltimore, MD
  Baltimore, MD
• 2002-01-01 → 2003-06-17
  Metlife Investment Fund Services Llc
  Columbia, MD

Other Businesses

1) Steward Partners Global Advisory Address: Baltimore, MD Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Fixed life, Long Term Care, Disability, Health, Immediate and Fixed Annuities. 2) Name of Business : SMH Capital Group Address: 100 International Dr Ste 21100,Baltimore, MD Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 10/20/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2004-03-24
• S65 Uniform Investment Adviser Law Examination
  2001-12-14