VH
CFP
VH
CFP

Virginia Hoffman

31 Years of Experience
Bradenton, FL

Virginia Hoffman is a CFP-designated registered investment advisor at Ernst & Young Investment Advisers LLP, based in Bradenton, FL, with 31 years of industry experience. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 30 clients.

Compensation
Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Bradenton, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - July 2021 · 3 yrs
Strategic Advisers LLC
November 2007 - July 2018 · 10 yrs 8 mos
Fidelity Brokerage Services LLCBroker
July 1993 - July 2021 · 28 yrs
John Hancock Distributors, INC.Broker
March 1992 - May 1993 · 1 yr 2 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1992 - May 1993 · 1 yr 2 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.