Linda J. Hoffman
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
RIDGEWOOD, NJ
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CRD#: 1430974
Professional summary
Linda J Hoffman, CFP®, who also goes by Linda Joy Hoffman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ridgewood, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Paramus, New Jersey.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Linda has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I engage with high net worth clients and their families to help them work toward and maintain a sound financial plan. Some examples would be wealth accumulation, cash flow generation, estate planning considerations and tax efficient investing. We have ongoing dialogues to discuss any current or future life events that will impact their financial situation. My clients feel comfortable knowing that I am honest, compassionate and competent and will work continuously with them on their behalf.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Linda Joy Hoffman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-111718|OrgNmn:Collateralized Loan|Org Addr:Cornwall o,New York,US|OBA Nature:Collateralized loan/ Private l|Invst Rel:Y|Title:Trustee|Duties:none|StrtDt:09-17-24|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Linda J Hoffman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
SUNY College at Oswego
Bachelor of Science (BS) - BUSINESS ADMINISTRATION
1984
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 396 North Route 17, Paramus, NJ 07652-2907RIA
CRD#: 104555
RIDGEWOOD, NJ
Current
July 26, 2000 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 396 North Route 17, Paramus, NJ 07652BD
CRD#: 7784
PARAMUS, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PARAMUS, NJ
Past
July 2, 2002 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PARAMUS, NJ
Past
July 11, 1987 - July 11, 2000
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
NEW YORK, NY
Past
May 20, 1986 - April 2, 1987
GARY GOLDBERG & CO., INC.
BD
CRD#: 6482
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/25/2023)
RR
California(3/12/2008)
RR
Colorado(1/6/2017)
RR
Connecticut(7/26/2000)
RR
Delaware(4/23/2020)
RR
District of Columbia(10/27/2015)
RR
Florida(7/26/2000)
RR
Georgia(1/4/2019)
RR
Illinois(1/5/2016)
RR
Indiana(9/3/2019)
RR
Louisiana(4/23/2020)
RR
Maine(11/28/2014)
RR
Maryland(1/3/2013)
RR
Massachusetts(3/2/2006)
RR
New Hampshire(10/21/2021)
RR
New Jersey(7/26/2000)
IAR
New Jersey(3/31/2025)
RR
New York(7/26/2000)
RR
North Carolina(1/9/2017)
RR
Oregon(7/20/2007)
RR
Pennsylvania(7/26/2000)
RR
Rhode Island(9/29/2023)
RR
South Carolina(8/30/2012)
RR
Tennessee(7/21/2023)
RR
Texas(5/11/2015)
IAR
Texas(3/31/2025)
RR
Vermont(1/2/2015)
RR
Virginia(8/16/2012)
RR
Washington(2/28/2023)
RR
Wisconsin(10/8/2021)
RR
Wyoming(3/9/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Ridgewood, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
