Davenport & Company
47yrs
R.thomas Edwards Jr.
Financial advisor
One World Trade Center 101 W. Main Street Suite 4000
Norfolk, VA 23510
Norfolk, VA 23510
Top advisor by experience at Davenport & Company
4yrs
Robert Hoeft
Financial advisor at UBS Financial Services
Robert Hoeft is a fiduciary financial advisor in Norfolk, Virginia, with 4 years in the industry. Robert joined UBS Financial Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 264 advisors with offices in Norfolk, and one of 245 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeWells Fargo Center/ 440 Monticello Avenue Suite 2000, Norfolk, VA 23510
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowUBS Financial Services Inc.Current firm
Contact Robert
Wells Fargo Center/ 440 Monticello Avenue Suite 2000Norfolk, VA 23510Office · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ LinkedIn pageUBS Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call UBS Financial Services at (201) 352-3000 and ask for Robert Hoeft. Robert works from the Norfolk, VA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Robert hold?
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?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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.
Other advisors nearby
Brown Advisory
46yrs
Top advisor by experience at Brown Advisory
Sandpiper Capital
45yrs
Top 1% by experience in Norfolk
Haas Investment Management
45yrs
Top 1% by experience in Virginia
Courage Miller Partners
45yrs
Top 1% by experience in Virginia
Lebenthal Global Advisors
45yrs
Top advisor by experience at Lebenthal Global Advisors