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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

MICHAEL ROBERT HOFF

Advisor at STEWARD PARTNERS INVESTMENT ADVISORY, LLC

BALTIMORE, MD | STAMFORD, CT

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Search this name across graphsid dfx:ria:175df149-31ab-a226-f9f8-ceff00b219e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 14, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S66|S65
First exam: Dec 14, 2001
First registration: Jan 1, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 3145733

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STEWARD PARTNERS INVESTMENT ADVISORY, LLC	Bd affiliated wealth	Nov 1, 2017	n/a	yes	BALTIMORE, MD\|STAMFORD, CT	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 24, 2017	no	BALTIMORE, MD\|Baltimore, MD	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Aug 11, 2008	Jun 1, 2009	no	BALTIMORE, MD	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 10, 2004	Aug 22, 2008	no	BALTIMORE, MD\|BALTIMORE, MD	Previous registration
METLIFE INVESTMENT FUND SERVICES LLC	n/a	Jan 1, 2002	Jun 17, 2003	no	COLUMBIA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	Oct 24, 2017	Nov 1, 2017	8	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY & CO. LLC	Aug 22, 2008	Aug 11, 2008	-11	Firm change	Other
METLIFE INVESTMENT FUND SERVICES LLC	UBS FINANCIAL SERVICES INC.	Jun 17, 2003	Feb 10, 2004	238	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:283004:MD:2017-10-24	Oct 24, 2017	Nov 1, 2017	BALTIMORE, MD	Firm change

Relationships

Registered with (5)

→ STEWARD PARTNERS INVESTMENT ADVISORY, LLCRegistered adviserregistration: current employment
Nov 1, 2017 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 24, 2017factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Aug 11, 2008 to Jun 1, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 10, 2004 to Aug 22, 2008factForm ADV
→ METLIFE INVESTMENT FUND SERVICES LLCRegistered adviserregistration: previous registration
Jan 1, 2002 to Jun 17, 2003factForm ADV

Dated events

No dated event names this entity yet.