Morgan Stanley
47yrs
Top advisor by experience in New York
17yrs
Peter Hoffman
Financial advisor at Astoria Portfolio Advisors
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 62% of advisors in New York
Office500 7th Avenue 9th Floor, New York, NY 10018
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Astoria Portfolio Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- May 2025 – nowAstoria Portfolio Advisors LLCCurrent firm
- 2010 – 2025Trust Advisory Group LTDPreviously
- Nov 2009 – Jan 2010Compass Capital CorporationPreviously
Questions to ask Peter
Tailored to Peter’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Astoria Portfolio Advisors at 212-381-6185 and ask for Peter Hoffman. Peter works from the New York, NY office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2009, about 17 years. More experience than 62% of advisors in New York.
What licenses does Peter hold?
No exams are listed on the official record.
Is Peter a fiduciary?
Peter is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Peter paid?
Astoria Portfolio Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter 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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