Brendan C. Hoffman
Professional summary
Brendan C Hoffman, who also goes by Brendan Carey Hoffman Mr., Brendan Hoffman, is a registered financial professional currently at VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC located in New York, New York.
Brendan is registered as a RR (Registered Representative) and started their career in finance in 2020. Brendan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brendan C Hoffman's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 15, 2025 - Present
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
Office #1: 50 Hudson Yards Floor 77, New York, NY 10001July 27, 2022 - April 7, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 27, 2022 - April 7, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 18, 2020 - April 19, 2022
MORGAN STANLEY
October 24, 2020 - April 19, 2022
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/15/2025)
Exams
Series 7TO
Date: 10/24/2020
General Securities Representative ExaminationFINRA
Current Firm
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
CRD#: 332887 / SEC#: , 8-71280
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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