EH
EH

Edward Carl Hoffman

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
4,766 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$8.7B

Fee Structure

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Location

2279 US Highway 33, Suite 506, Hamilton, NJ, 08690

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Edward works as a wealth manager for Gitterman Wealth Management, dedicating about half of his time to offering investment advisory services. He also works as an insurance producer for Vanderbilt Insurance Services, Centerstone/Benefit Mall, and independently, focusing on fixed insurance products, group insurance benefits, and health insurance, respectively, spending minimal time on each.

Employment History
Current Registrations
Perigon Wealth Management, LLC
October 2025 - Present · 4 mos
Vanderbilt Securities, LLCBroker
June 2017 - Present · 8 yrs 8 mos
Gitterman Wealth Management, LLC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Triad Advisors, INC.Broker
July 2016 - June 2017 · 11 mos
Msi Financial Services, INC.Broker
January 2015 - July 2016 · 1 yr 6 mos
Metlife Securities INC.
January 2015 - July 2016 · 1 yr 6 mos
New England Securities Corporation
June 2014 - January 2015 · 7 mos
New England SecuritiesBroker
October 2011 - January 2015 · 3 yrs 3 mos
State Registrations4 states
CANJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.