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Fred Cregan Hill

VSM Wealth Advisory, LLC

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About Fred Cregan Hill

Fred Cregan Hill is an investment advisor representative at VSM Wealth Advisory, LLC. Fred has been in the industry since 2012. Fred is registered with the state of Maryland and holds the Series 66, Series 7 and SIE licenses. Fred has worked for several firms in the financial services industry including UBS Financial Services Inc., Fidelity Brokerage Services LLC, and Morgan Stanley. Fred has a strong background in providing financial planning and portfolio management services to both individuals and businesses. VSM Wealth Advisory, LLC, provides investment advisory services to individuals, high net worth individuals, and pension and profit sharing plans. VSM Wealth Advisory, LLC, manages approximately $498,453,140 in assets.

Firm Information

Fred Hill is currently registered with VSM Wealth Advisory, LLC. VSM Wealth Advisory, LLC is a Registered Investment Advisor based in HUNT VALLEY, MD, with approximately $498,453,140 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. VSM Wealth Advisory, LLC has 5 investment adviser representatives and manages 564 client accounts.
VSM Wealth Advisory, LLC

11350 MCCORMICK ROAD

HUNT VALLEY, MD 21031

$498.45M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Fred Hill’s Registration & Firm History

MD

06/16/2021 - Present

VSM Wealth Advisory, LLC (HUNT VALLEY MD)

NJ

02/28/2017 - 09/05/2018

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

MD

12/14/2015 - 01/18/2017

FIDELITY BROKERAGE SERVICES LLC (TOWSON MD)

MD

02/08/2013 - 06/29/2015

MORGAN STANLEY (LUTHERVILLE MD)

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Licenses & Designations

BOTH

Issued 06/05/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Fred Cregan Hill.
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