Hillary ElderCRD Number: 1865513
Current Firm: Strategic Advisers, Inc.
Hillary Elder (CRD# 1865513) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Larkspur, CA and has 1 year of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Fidelity Brokerage Services LLC||Larkspur, CA||Apr 2015 - Current||1|
|Unemployed||Greenbrae, CA||Oct 2013 - Apr 2015||1|
|Highmark Capital Management, Inc.||San Francisco, CA||Jun 1998 - Oct 2013||15|
|Union Bank Of California, N.a.||San Francisco, CA||Jan 1998 - Oct 2013||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2015|
|S65||NASAA Investment Advisors Law Examination||May 2016|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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