Adviser and broker representative · Lincoln Investment
Melissa A. Hoffman
CRD 6854581 · Sugar Land, TX
At a glance
Melissa A. Hoffman is an investment adviser representative with Lincoln Investment in Sugar Land, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Melissa’s SEC record dates to 2018, about 8 years ago. Melissa is also registered as a broker representative.
Current advisory firms
- Lincoln InvestmentSince February 2018Sugar Land, TX · $22B in regulatory assets
- Capital AnalystsSince February 2018Sugar Land, TX · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Melissa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.