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BH

Brian S. Hoffman

GLADSTONE WEALTH PARTNERS
Bedminster, NJ 07921
CRD#: 4504588
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BH
Brian Steven HoffmanGLADSTONE WEALTH PARTNERS

Professional summary

Brian Steven Hoffman is a registered financial advisor currently at GLADSTONE WEALTH PARTNERS located in Bedminster, New Jersey and LPL FINANCIAL LLC located in Bedminster, New Jersey.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Brian has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Brian Steven 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®
None

Experience

Current

November 9, 2016 - Present

GLADSTONE WEALTH PARTNERS

Office #1: 1545 Us-206 Suite 300, Bedminster, NJ 07921
RIA
CRD#: 250787
Bedminster, NJ
Current

October 27, 2016 - Present

LPL FINANCIAL LLC

Office #1: 1545 Us-206 Ste 300 Building 7 Ste 201, Bedminster, NJ 07921
RIA
BD
CRD#: 6413
BEDMINSTER, NJ
Past

July 29, 2025 - June 3, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

February 28, 2013 - November 3, 2016

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
CEDAR GROVE, NJ
Past

February 28, 2013 - November 3, 2016

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
CEDAR GROVE, NJ
Past

September 19, 2012 - February 28, 2013

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
NEW YORK, NY
Past

September 19, 2012 - February 28, 2013

SANTANDER SECURITIES LLC

BD
CRD#: 41791
NEW YORK, NY
Past

June 11, 2009 - September 19, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
NEW YORK, NY
Past

June 11, 2009 - September 19, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
NEW YORK, NY
Past

May 2, 2008 - June 2, 2009

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
BERNARDSVILLE, NJ
Past

March 27, 2008 - June 2, 2009

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
BERNARDSVILLE, NJ
Past

April 14, 2003 - November 24, 2004

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
NEW YORK, NY
Past

April 14, 2003 - November 24, 2004

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

April 12, 2002 - April 16, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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".
GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC

CRD#: 250787 / SEC#: 801-101532

RIA
Registered Investment Advisory firm - (7/28/2015 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
(1/27/2017)
RR
California
(2/7/2023)
RR
Connecticut
(10/25/2022)
RR
Delaware
(2/7/2023)
RR
Florida
(10/27/2016)
RR
Georgia
(9/28/2020)
RR
Maine
(2/7/2023)
RR
Maryland
(9/28/2020)
RR
Massachusetts
(1/31/2019)
RR
Michigan
(7/12/2024)
RR
Minnesota
(9/28/2020)
RR
Nebraska
(10/10/2024)
RR
New Hampshire
(9/28/2020)
IAR
New Hampshire
(12/12/2022)
RR
New Jersey
(10/27/2016)
IAR
New Jersey
(11/9/2016)
RR
New York
(10/27/2016)
RR
North Carolina
(1/20/2023)
RR
Pennsylvania
(10/27/2016)
RR
Rhode Island
(2/7/2023)
RR
South Carolina
(9/28/2020)
RR
Tennessee
(7/28/2021)
RR
Texas
(8/12/2021)
IAR
Texas
(12/20/2021)
RR
Virginia
(9/28/2020)
RR
Wisconsin
(9/28/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/1/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/26/2008
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC

CRD#: 250787 / SEC#: 801-101532

RIA
Registered Investment Advisory firm - (7/28/2015 Approved)
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Contact information

Main Address
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408
Mailing Address
1545 Us-206 Suite 300, Bedminster, NJ 07921
Phone number
(908) 719-1313
Established
Firm type
Fiscal year end
# of Employees
163

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GLADSTONE FORM ADV PART 2A, FIRM BROCHURE (9/15/2025)
GLADSTONE WRAP BROCHURE (9/15/2025)

Regulatory assets under management

Total Number of Accounts17,810
AUM (Assets Under Management)$ 4,943,971,956

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.

Company Information

GLADSTONE WEALTH PARTNERS

CRD#: 250787Bedminster, NJ 07921

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