Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
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)
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
Active
Inactive
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