Noa V. Hoffman

GREEN OCEAN GLOBAL ADVISORS LLC

San Francisco, CA 94105

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CRD#: 6004344

Professional summary

Noa Veronica Hoffman, CFP®, who also goes by Noa Veronica Rodriguez, is a registered financial advisor currently at GREEN OCEAN GLOBAL ADVISORS LLC located in San Francisco, California.

Noa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Noa has worked at 5 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Noa Veronica Rodriguez

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 Noa Veronica 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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

February 10, 2026 - Present

GREEN OCEAN GLOBAL ADVISORS LLC

Office #1: 201 Spear Street, Suite 1100, San Francisco, CA 94105

RIA

CRD#: 321145

San Francisco, CA

Past

March 17, 2025 - June 29, 2025

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Los Angeles, CA

Past

February 17, 2025 - June 29, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

Los Angeles, CA

Past

November 10, 2022 - April 28, 2023

SOCIALYTE CAPITAL, LLC

RIA

CRD#: 322208

LOS ANGELES, CA

Past

August 2, 2016 - June 27, 2017

SOCIALYTE CAPITAL

RIA

CRD#: 284439

LOS ANGELES, CA

Past

March 23, 2012 - June 18, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LOS ANGELES, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(2/10/2026)

IAR

Florida
(2/17/2026)

IAR

Washington
(2/10/2026)

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.

Exams

State Security Law Exam

Series 63

Date: 3/21/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/23/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/15/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/17/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/22/2012

General Securities Representative Examination

Current Firm

GREEN OCEAN GLOBAL ADVISORS LLC

CRD#: 321145 / SEC#: 801-135583

California

Registered Investment Advisory firm - (6/8/2022 Approved)

Florida

Registered Investment Advisory firm - (9/6/2024 Approved)

Washington

Registered Investment Advisory firm - (2/26/2024 Approved)

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Contact information

Main Address

201 Spear Street, Suite 1100, San Francisco, CA 94105

Mailing Address

Rocha Do Conde De �bidos Sudio 2.5, Lisbon 1350-352

Phone number

(206) 686-1594

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2B - HOFFMAN (2/15/2026)

ADV PART 2B - SCHWARTZ (2/15/2026)

ADV PART 2B - MOBERG (2/15/2026)

ADV PART 2A- GREEN OCEAN GLOBAL ADVISORS LLC (4/9/2025)

ADV PART 2B- MCNERTNEY (1/28/2025)

ADV PART 2B - AHRENS (1/28/2025)

Regulatory assets under management

Total Number of Accounts	393
AUM (Assets Under Management)	$ 114,826,953

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

Noa V. Hoffman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noa Veronica Hoffman's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

SOCIALYTE CAPITAL, LLC

SOCIALYTE CAPITAL

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/21/2025

Series 66

Date: 6/23/2013

Series 7TO

Date: 2/15/2025

SIE

Date: 1/17/2025

Series 7

Date: 3/22/2012

Current Firm

GREEN OCEAN GLOBAL ADVISORS LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREEN OCEAN GLOBAL ADVISORS LLC

TRUST BUT VERIFY

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