Clay Hoffman

Adviser/team AUM: $84,000,000

Move Details

Firm leaving Suntrust Investment Services
Firm joining Summit Brokerage Services
Adviser(s) location

Brunswick, GA

Date announced May 08, 2013
Transition date May 03, 2013

Latest Moves to Summit Brokerage Services

Adviser(s) Date announced
Phillip SalterJune 20, 2014
James W. StoryApril 04, 2014
Gregory E. Kibler, Robert K. HassmannFebruary 19, 2014

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

  @IN Wire

Jul 23 09:00PM
?What have you done for me lately?? http://t.co/SHO6gtVyld
Jul 23 08:43PM
The retail money fund houses are clearly happy. Fidelity: "a reasonable balance" Vanguard: "rules preserve integrity of money funds"

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