Robert T. Hoffman
Professional summary
Robert Thurston Hoffman JR., who also goes by Robbie T. Hoffman Jr., Robert T Hoffman, Robert T. Hoffman Jr., is a registered financial professional currently at SHEA & COMPANY located in Boston, Massachusetts.
Robert is registered as a RR (Registered Representative) and started their career in finance in 2013. Robert has worked at 3 firms and has passed the Series 63, Series 7TO, Series 57TO, Series 79TO, SIE, Series 3, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Thurston Hoffman JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
May 27, 2025 - Present
SHEA & COMPANY
Office #1: 111 Huntington Avenue Suite 2900, Boston, MA 02199July 13, 2020 - May 28, 2025
AERIS PARTNERS LLC
August 27, 2013 - July 18, 2018
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/27/2025)
(5/27/2025)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 57TO
Date: 1/2/2023
Securities Trader ExamSeries 79TO
Date: 8/11/2020
Investment Banking Registered Representative ExaminationSeries 55
Date: 11/19/2013
Limited Representative-Equity Trader ExamFINRA
Current Firm
SHEA & COMPANY
CRD#: 150965 / SEC#: , 8-68319
Contact information
FINRA licenses (3 States and Territories)
Documents
Red Flags
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Company Information
SHEA & COMPANY
CRD#: 150965Boston, MA 02199TRUST BUT VERIFY
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