# STEVEN JAMES HOFFMAN

STEVEN JAMES HOFFMAN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with GREAT VALLEY ADVISOR GROUP, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GREAT VALLEY ADVISOR GROUP, LLC](https://search.stillhousedata.com/firm/123913) | 2021-05-21 | present | Yes |
| [FILBRANDT WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/291914) | 2018-02-01 | 2021-05-10 | — |
| [FILBRANDT INVESTMENT ADVISERS INCORPORATED](https://search.stillhousedata.com/firm/104562) | 2016-08-16 | 2018-02-21 | — |
| [BMO ASSET MANAGEMENT CORP.](https://search.stillhousedata.com/firm/106466) | 2012-06-08 | 2016-01-13 | — |
| [M&I INVESTMENT MANAGEMENT CORP.](https://search.stillhousedata.com/firm/109802) | 2008-02-01 | 2012-06-08 | — |
| [RBC CAPITAL MARKETS, LLC](https://search.stillhousedata.com/firm/31194) | 2007-04-17 | 2008-01-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4052018)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4052018.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.