Darrin M. Hoffman

VANGUARD ADVISERS

MALVERN, PA 19355

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CRD#: 1867096

Professional summary

Darrin Michael Hoffman, CFP®, who also goes by Darrin M Hoffman, Darrin Hoffman, is a registered financial advisor currently at VANGUARD ADVISERS, INC. located in Malvern, Pennsylvania and VANGUARD MARKETING CORPORATION located in Malvern, Pennsylvania.

Darrin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Darrin has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 10, Series 9 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darrin M Hoffman | Darrin 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darrin Michael Hoffman's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

July 3, 2025 - Present

VANGUARD ADVISERS, INC.

Office #1: 100 Vanguard Blvd, Malvern, PA 19355

RIA

CRD#: 106715

MALVERN, PA

Current

March 29, 2021 - Present

VANGUARD MARKETING CORPORATION

Office #1: 100 Vanguard Blvd, Malvern, PA 19355

CRD#: 7452

Malvern, PA

Past

March 29, 2021 - December 31, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

February 17, 2021 - April 1, 2021

DISTRIBUTION SERVICES, LLC

CRD#: 25938

PORTLAND, ME

Past

October 3, 2019 - December 31, 2020

FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477

Lansdale, PA

Past

April 23, 2009 - October 16, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

April 17, 2009 - October 16, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, NJ

Past

February 12, 2008 - October 30, 2008

VANTAGE POINT ADVISORS INC.

RIA

CRD#: 109866

LOWER GWYNEDD, PA

Past

March 17, 2005 - December 31, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

January 2, 1992 - February 2, 2005

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

September 20, 1988 - December 31, 1991

W.H. NEWBOLD'S SON & CO., INC.

CRD#: 7575

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".

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - (7/28/1995 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.

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

Alabama
(1/29/2025)

Alaska
(1/29/2025)

Arizona
(1/29/2025)

Arkansas
(1/29/2025)

California
(11/24/2021)

Colorado
(1/29/2025)

Connecticut
(1/29/2025)

Delaware
(1/29/2025)

District of Columbia
(1/29/2025)

Florida
(1/28/2022)

Georgia
(4/25/2024)

Hawaii
(1/29/2025)

Idaho
(1/29/2025)

Illinois
(1/29/2025)

Indiana
(1/29/2025)

Iowa
(1/29/2025)

Kansas
(1/29/2025)

Kentucky
(1/29/2025)

Louisiana
(1/29/2025)

Maine
(7/8/2021)

Maryland
(1/29/2025)

Massachusetts
(1/29/2025)

Michigan
(1/29/2025)

Minnesota
(1/29/2025)

Mississippi
(1/29/2025)

Missouri
(1/29/2025)

Montana
(1/29/2025)

Nebraska
(1/29/2025)

Nevada
(1/29/2025)

New Hampshire
(1/29/2025)

New Jersey
(1/29/2025)

New Mexico
(4/25/2024)

New York
(1/29/2025)

North Carolina
(4/25/2024)

North Dakota
(1/29/2025)

Ohio
(1/30/2025)

Oklahoma
(1/29/2025)

Oregon
(1/29/2025)

Pennsylvania
(3/29/2021)

IAR

Pennsylvania
(7/3/2025)

Rhode Island
(1/29/2025)

South Carolina
(4/25/2024)

South Dakota
(1/29/2025)

Tennessee
(4/25/2024)

Texas
(4/25/2024)

IAR

Texas
(7/3/2025)

Utah
(1/29/2025)

Vermont
(1/29/2025)

Virginia
(1/29/2025)

Washington
(1/29/2025)

West Virginia
(1/29/2025)

Wisconsin
(1/29/2025)

Wyoming
(1/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 4/27/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/30/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/16/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/12/2011

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/6/2011

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 8

Date: 8/28/1997

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

Current Firm

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - (7/28/1995 Approved)

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Contact information

Main Address

100 Vanguard Blvd, Malvern, PA 19355

Mailing Address

Phone number

(610) 669-1000

Established

Firm type

Fiscal year end

# of Employees

2,225

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VANGUARD MODEL PORTFOLIOS (2/2/2026)

VANGUARD PERSONAL ADVISOR SELECT (1/2/2026)

VANGUARD DIGITAL ADVISOR AND VANGUARD PERSONAL ADVISOR (1/2/2026)

VANGUARD SITUATIONAL ADVISOR BROCHURE (1/2/2026)

STABLE VALUE (9/29/2025)

VANGUARD MANAGED ACCOUNT PROGRAM AND PERSONAL ONLINE ADVISOR (9/29/2025)

Regulatory assets under management

Total Number of Accounts	698,843
AUM (Assets Under Management)	$ 300,434,933,763

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
10/23/2024	Cover Page	Report
06/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Darrin M. Hoffman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darrin Michael Hoffman's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD MARKETING CORPORATION

VANGUARD ADVISERS, INC.

DISTRIBUTION SERVICES, LLC

FORESIDE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VANTAGE POINT ADVISORS INC.

WELLS FARGO CLEARING SERVICES, LLC

OPPENHEIMER & CO. INC.

W.H. NEWBOLD'S SON & CO., INC.

Primary Firm SEC Registration

VANGUARD ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/27/2009

Series 65

Date: 7/30/1997

SIE

Date: 10/16/2017

Series 7

Date: 9/17/1988

Series 10

Date: 7/12/2011

Series 9

Date: 7/6/2011

Series 8

Date: 8/28/1997

FINRA

Current Firm

VANGUARD ADVISERS, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VANGUARD ADVISERS, INC.

TRUST BUT VERIFY

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