Lindsay HillasCRD Number: 6313444
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lindsay Hillas (CRD# 6313444) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 3 years of experience in the finance industry.
Park Avenue Securities LLC
American Portfolios Advisors, Inc.
Hightower Advisors, LLC
|Bank Of America, N.a.||Stamford, CT||Dec 2019 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Stamford, CT||Sep 2019 - Current||2|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jul 2018 - Sep 2019||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Mar 2018 - Sep 2019||1|
|Northwestern Mutual Investment Services LLC||Norwalk, CT||Mar 2018 - Sep 2019||1|
|Adam Seiden||New York, NY||Mar 2014 - Mar 2018||4|
|Lifecare Inc.||Shelton, CT||May 2012 - Mar 2014||1|
|Student||Fairfield, CT||Aug 2009 - May 2013||3|
|Fairfield University||Fairfield, CT||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2018|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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