Hilary Bergman (CRD# 1834738) is an Investment Advisor Representative working at Pelion Investment Advisors, Inc. in Dallas, TX and has over 32 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carver Edison Capital, LLC | New York, NY | May 2021 - Current | 3 |
| First Liberties Financial | New York, NY | Mar 2010 - Current | 14 |
| Pelion Investment Advisors, Inc. | New York, NY | Jan 2006 - Current | 18 |
| Pelion Financial Group | New York, NY | Oct 2004 - Current | 19 |
| Pelion Insurance Agency | New York, NY | Sep 2011 - Mar 2021 | 9 |
| Matador Inc. | New York, NY | Jan 1999 - Mar 2021 | 22 |
| Carver Edison, Inc. | New York, NY | Nov 2017 - Dec 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
- TX
- WI
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts64ACCOUNTS
-
Average Account Value$817,798
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
TX, WI
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