Commonwealth Financial Network
41yrs
Top advisor by experience in Canton
13yrs
Carol Hoffman
Financial advisor at Morgan Stanley
Carol Hoffman has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Canton, Ohio. Carol has been with Morgan Stanley since 2013. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 234 advisors with offices in Canton, and one of 194 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office4455 Dressler Road Suite 202, Canton, OH 44718
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
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.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowMorgan StanleyCurrent firm
Questions to ask Carol
Tailored to Carol’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Carol
How do I contact Carol?
Call Morgan Stanley at 914-225-5510 and ask for Carol Hoffman. Carol works from the Canton, OH office.
How long has Carol been a financial advisor?
Carol has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Carol hold?
Series 66. Tap any license on this page to see what it allows.
Is Carol a fiduciary?
Carol is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carol 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 Carol for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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