UBS Financial Services
47yrs
Kenneth Catanella
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Center.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top advisor by experience in Philadelphia
3yrs
Robert Hoffman
Financial advisor at State Farm Investment Management
Robert Hoffman is a fiduciary financial advisor in Philadelphia, Pennsylvania, with 3 years in the industry. Robert joined State Farm Investment Management in 2025, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.
One of 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office4001 Ridge Ave, Philadelphia, PA 19129
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
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
- Aug 2025 – nowState Farm Investment Management Corp.Current firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 State Farm Investment Management at (800) 447-0740 and ask for Robert Hoffman. Robert works from the Philadelphia, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2024, about 3 years. 3 years in the industry.
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?
State Farm Investment Management reports being paid by a percentage of the assets they manage. 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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