UBS Financial Services
44yrs
Top advisor by experience in Greenville
3yrs
Luke Hoffman
Financial advisor at Janney Montgomery Scott
Based in Greenville, Delaware, Luke Hoffman is a fiduciary financial advisor with 3 years of industry experience. Luke has been with Janney Montgomery Scott since 2023. Janney Montgomery Scott offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 124 advisors with offices in Greenville, and one of 117 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office20 Montchanin Road Suite 120, Greenville, DE 19807
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?1 state
Services through Janney Montgomery Scott
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowJanney Montgomery Scott LLCCurrent firm
Contact Luke
Local office(302) 304-8003Ask for Luke. (215) 665-6000Main office · Philadelphia, PA 20 Montchanin Road Suite 120Greenville, DE 19807Office · Get directions Facebook pageJanney Montgomery Scott
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Questions to ask Luke
Tailored to Luke’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
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About Luke
How do I contact Luke?
Call Luke’s local office at (302) 304-8003 or the Janney Montgomery Scott main office at (215) 665-6000, and ask for Luke Hoffman.
How long has Luke been a financial advisor?
Luke has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Luke hold?
Series 66. Tap any license on this page to see what it allows.
Is Luke a fiduciary?
Luke is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Luke paid?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other fees. Ask Luke 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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