UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
21yrs
Edward Hoffman
Financial advisor at Sanders Morris
Edward Hoffman has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Dallas, Texas. After a year at Merrill Lynch, Pierce, Fenner & Smith and a year at Morgan Stanley, Edward joined Sanders Morris in 2020, a firm offering financial planning, investment management, and private fund management. Sanders Morris reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 68% of advisors in Texas
Office5950 Sherry Lane Suite 470, Dallas, TX 75225
FirmSanders Morris
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$4.54 million
Advisors at the firm11
States licensed ?1 state
Services through Sanders Morris
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2020 – nowSanders Morris LLCCurrent firm
- May 2017 – Apr 2018
- Nov 2015 – Feb 2017Morgan StanleyPreviously
- 2008 – 2014Delos Investment Management LLCPreviously
Questions to ask Edward
Tailored to Edward’s registration and firm.
- 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 Edward
How do I contact Edward?
Call Sanders Morris at 713-224-3100 and ask for Edward Hoffman. Edward works from the Dallas, TX office.
How long has Edward been a financial advisor?
Edward has been in the industry since 2005, about 21 years. More experience than 68% of advisors in Texas.
What licenses does Edward hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Edward a fiduciary?
Edward is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edward paid?
Sanders Morris reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Edward 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.
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