Morgan Stanley
47yrs
Top advisor by experience in New York
38yrs
Robert Hoffman
Full name on record: Robert Alan Hoffman
Financial advisor at Snowden Capital Advisors
Based in New York, New York, Robert Hoffman is a fiduciary financial advisor with 38 years of industry experience. Robert joined Snowden Capital Advisors in 2015, after 18 years at Merrill. Snowden Capital Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 4% by experience in New York
Office540 Madison Ave. 9th Floor, New York, NY 10022
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.46 million
Advisors at the firm122
States licensed ?2 states
Services through Snowden Capital Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Career
- 2015 – nowSnowden Capital Advisors LLCCurrent firm
- Jun 2014 – Dec 2014Snowden Capital Advisors LLCPreviously
- 1996 – 2014MerrillPreviously
Contact Robert
(646) 218-9760Snowden Capital Advisors main office 540 Madison Ave. 9th FloorNew York, NY 10022Office · Get directions LinkedIn pageSnowden Capital Advisors
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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?
- 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 Robert
How do I contact Robert?
Call Snowden Capital Advisors at (646) 218-9760 and ask for Robert Hoffman. Robert works from the New York, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1988, about 38 years. Top 4% by experience in New York.
What licenses does Robert hold?
Series 63, Series 65. 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?
Snowden Capital Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert 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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