Elise J. Hoffmann
Professional summary
Elise Jordan Hoffmann, who also goes by Hoffmann, Elise Jordan Hoffmman, is a registered financial advisor currently at MARSHFIELD ASSOCIATES located in Washington, District Of Columbia.
Elise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Elise has worked at 5 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elise Jordan Hoffmann's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 17, 2009 - Present
MARSHFIELD ASSOCIATES
Office #1: 1330 Connecticut Ave Nw Suite 400, Washington, DC 20036March 9, 2011 - December 31, 2018
YOGI ADVISORS, LLC
September 18, 2009 - March 29, 2019
BUSHIDO CAPITAL PARTNERS LLC
July 23, 2009 - July 23, 2009
YOGI ADVISORS, LLC
January 1, 1997 - July 16, 2009
MARSHFIELD ASSOCIATES
February 22, 1996 - October 3, 2007
FERRIS, BAKER WATTS, LLC
Primary Firm SEC Registration
MARSHFIELD ASSOCIATES
CRD#: 150614 / SEC#: 801-70275
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/17/2009)
(7/12/2022)
(7/12/2022)
(7/13/2022)
(9/17/2009)
Exams
Current Firm
MARSHFIELD ASSOCIATES
CRD#: 150614 / SEC#: 801-70275
Contact information
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,466 |
| AUM (Assets Under Management) | $ 7,500,657,939 |
Red Flags
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