linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Hilary Scott Morrison

Capstone Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Hilary? Claim Your Profile

About Hilary Scott Morrison

Hilary Morrison is a financial professional with over 15 years of experience in the industry. Hilary has a strong track record of success in providing investment advice and wealth management services to clients. Hilary is currently registered with Capstone Partners. Previously, Hilary was registered with Headwaters BD, LLC, Lehman Brothers Inc. and Fulcrum Global Partners LLC. Hilary holds a variety of licenses and certifications, including the Series 7, 63, 79, 86, 87 and SIE exams. Hilary is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Hilary Morrison is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Hilary Morrison’s Registration & Firm History

MA

05/15/2018 - Present

Capstone Partners (BOSTON MA)

CO

11/23/2016 - 06/26/2018

HEADWATERS BD, LLC (DENVER CO)

NY

05/16/2005 - 07/10/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

04/23/2003 - 05/06/2005

FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)

Not sure if Hilary Scott Morrison is right for you?

Licenses & Designations

BC

Issued 08/25/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2016

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 12/06/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 09/13/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 04/21/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hilary Scott Morrison.
Not sure if Hilary Scott Morrison is right for you?