Morgan Stanley
46yrs
Top advisor by experience in Santa Fe
44yrs
Robert Howard Hoffman
Financial advisor at Morgan Stanley
At a glance
Experience44 years (since 1983)
How that compares ?Top 1% by experience in New Mexico
Office150 Washington Avenue Suite 301, Santa Fe, NM 87501
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2022 – nowMorgan StanleyCurrent firm
- 2005 – 2022UBS Financial Services Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Morgan Stanley at 914-225-5510 and ask for Robert Howard Hoffman. Robert works from the Santa Fe, NM office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1983, about 44 years. Top 1% by experience in New Mexico.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
44yrs
Top 1% by experience in Santa Fe
Merrill Lynch, Pierce, Fenner & Smith
43yrs
Top 1% by experience nationwide
Oakmont Financial Services
42yrs
Top 2% by experience nationwide
Kestra Advisory Services
42yrs
Top 2% by experience at Kestra Advisory Services
EP Wealth Advisors
42yrs
Top 1% by experience at EP Wealth Advisors