EH
Edward C. Hoffman
GITTERMAN WEALTH MANAGEMENT
Hamilton, NJ 08690
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CRD#: 5983165
EH
Professional summary
Edward Carl Hoffman, who also goes by Edward Hoffman, Ted Hoffman, is a registered financial advisor currently at GITTERMAN WEALTH MANAGEMENT, LLC located in Hamilton, New Jersey and PERIGON WEALTH MANAGEMENT, LLC located in Edison, New Jersey.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Edward has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edward Hoffman | Ted 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.
1) Gitterman Wealth Management; Investment related;379 Thornall St., 14th Fl, Edison, NJ 08837; Independent RIA; 160 hrs./month- Wealth Management & Financial Planning - branch office of Vanderbilt Securities, LLC; Time spent during regular business hours is 50%. 2) Vanderbilt Insurance Services; (Main office in Woodbury, NY) Non-Investment related; Insurance Sales; 06/16/17; Time spent during regular business hours - 5%; Compensated with Commissions. 3) Perigon Wealth Management, LLC; Investment Related; 379 Thornall St., 14th Fl, Edison, NJ 08837; Investment Advisor Representative; 10/2025; Time Spent during regular business hours is 50% 4) CEC Benefits; Not investment-related; 12404 Park Central Dr, Suite 400s, Dallas, TX. 75251; Insurance; Licensed Insurance Agent; 10/1/2025; 2 hours per month; 0 during trading hours; Obtain quotes for businesses looking to add a group health plan to their benefits package 5) Simplicity Group; Not investment-related; 331 Newman Springs Road, Bldg 3, Red Bank, NJ. 07701; Insurance; Licensed Insurance Agent; 10/1/2025; 5 hours per month; 0 during trading hours; Design insurance policies and annuity products for clients based on need
CRS (Client Relationship Summary) - RIA
Click below to view Edward Carl 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®
NoneExperience
Current
August 16, 2016 - Present
GITTERMAN WEALTH MANAGEMENT, LLC
Office #1: 2279 Us Highway 33 Suite 506, Hamilton, NJ 08690RIA
CRD#: 153062
Hamilton, NJ
Current
October 3, 2025 - Present
PERIGON WEALTH MANAGEMENT, LLC
Office #1: 379 Thornall Street 8th Floor, Edison, NJ 08837RIA
CRD#: 131037
EDISON, NJ
Current
June 16, 2017 - Present
VANDERBILT SECURITIES, LLC
Office #1: 379 Thornall Street, 6th Floor, Edison, NJ 08837BD
CRD#: 5953
Edison, NJ
Past
July 18, 2016 - June 19, 2017
TRIAD ADVISORS LLC
BD
CRD#: 25803
Hamilton, NJ
Past
January 2, 2015 - July 7, 2016
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
WALL TOWNSHIP, NJ
Past
January 2, 2015 - July 7, 2016
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
WALL TOWNSHIP, NJ
Past
June 2, 2014 - January 2, 2015
NEW ENGLAND SECURITIES
RIA
CRD#: 615
WALL TOWNSHIP, NJ
Past
October 27, 2011 - January 2, 2015
NEW ENGLAND SECURITIES
BD
CRD#: 615
WALL TOWNSHIP, NJ
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".
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS
CRD#: 131037 / SEC#: 801-62988
RIA
Registered Investment Advisory firm - (4/7/2004 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
California(1/3/2023)
IAR
New Jersey(8/17/2016)
RR
New Jersey(6/16/2017)
RR
New York(6/16/2017)
IAR
Pennsylvania(8/16/2016)
RR
Pennsylvania(6/16/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS
CRD#: 131037 / SEC#: 801-62988
RIA
Registered Investment Advisory firm - (4/7/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 Mission Street Suite 1825, San Francisco, CA 94105
Mailing Address
Phone number
(877) 977-2555
Established
Firm type
Fiscal year end
# of Employees
141
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,456 |
| AUM (Assets Under Management) | $ 8,714,418,958 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2024 | ||
| 10/24/2023 |
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
PERIGON WEALTH MANAGEMENT, LLC
CRD#: 131037Hamilton, NJ 08690TRUST BUT VERIFY
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