Lorissa Marie Hoff

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2014 → 05/2018
  New York State University At Oneonta
  Oneonta, NY
• 05/2015 → 08/2017
  The Boardwalk Restaurant
  Lake George, NY
• 06/2018 → 12/2018
  Foresters Financial
  Latham, NY
• 12/2018 → 06/2019
  Foresters Financial Services
  Latham, NY
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Latham, NY
• 06/2019 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Other Businesses

1) GREENWOOD HOFF WEALTH MANAGEMENT, DBA FOR CETERA BUSINESS, 8% OWNER, 50/HRS/WK. 2) CO-OWNER OF GREENWOOD HOFF WEALTH MANAGEMENT; DBA FOR CETERA BUSINESS

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-19
• S63 Uniform Securities Agent State Law Examination
  2018-11-26

Other Names

• Lorissa Marie Rodriguez