Devin Richard Hoffman

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2022 → 09/2022
  Fidelity Investments
  Jacksonville, FL
• 06/2020 → 12/2021
  Mikes Beer Barn
  Tallahassee, FL
• 04/2018 → 08/2018
  Ponte Vedra Inn & Club
  Ponte Veda Beach, FL
• 06/2019 → 05/2023
  Florida State University
  Tallahassee, FL
• 08/2018 → 05/2019
  Montverde Academy
  Montverde, FL
• 08/2015 → 05/2018
  Ponte Vedra High School
  Ponte Vedra, FL
• 09/2025 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ
• 08/2023 → 05/2025
  Jpmorgan Chase & Co.
  East Hampton, NY
• 05/2023 → 09/2023
  Montauk Beach House
  Montauk, NY
• 06/2025 → 07/2025
  Travel
  Spain

Exams

• S66 Uniform Combined State Law Examination
  2025-09-27
• S63 Uniform Securities Agent State Law Examination
  2025-07-01

Other Names

• Devin Richard Hoffman
• Devin Hoffman