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Matthew Harold Hill

Optimum Financial LLC

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About Matthew Harold Hill

Matthew Hill is an investment advisor representative with Optimum Financial LLC. Matthew Hill has been in the industry since 1989. Matthew Hill's current registration is with the state of Connecticut and is active. Matthew Hill has been registered with the following firms: PLANMEMBER SECURITIES CORPORATION, ING FINANCIAL PARTNERS, INC., HARVEST CAPITAL LLC, COBURN & MEREDITH, INC., MAIN STREET MANAGEMENT COMPANY, W. S. GRIFFITH & CO., INC., PHOENIX EQUITY PLANNING CORPORATION, PRUCO SECURITIES CORPORATION, THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE AND ANNUITY COMPANY.

Firm Information

Matthew Hill is currently registered with Optimum Financial LLC. Optimum Financial LLC is an investment advisor that provides financial planning and portfolio management services to individuals. The firm has 1 licensed agent and 1 investment adviser representative.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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percentage of assets

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

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Matthew Hill’s Registration & Firm History

CT

03/11/2024 - Present

Optimum Financial LLC (WETHERSFIELD CT)

CT

12/07/2011 - 03/12/2024

PLANMEMBER SECURITIES CORPORATION (WETHERSFIELD CT)

CT

02/16/2010 - 09/08/2011

ING FINANCIAL PARTNERS, INC. (NEW LONDON CT)

CT

01/16/2001 - 12/31/2009

HARVEST CAPITAL LLC (WETHERSFIELD CT)

CT

09/04/1999 - 01/05/2001

COBURN & MEREDITH, INC. (SIMSBURY CT)

MA

05/12/1998 - 07/20/1999

MAIN STREET MANAGEMENT COMPANY (BOSTON MA)

CT

05/02/1995 - 05/22/1998

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

CT

10/19/1994 - 04/29/1995

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

MA

03/26/1992 - 11/24/1992

MAIN STREET MANAGEMENT COMPANY (BOSTON MA)

NJ

06/07/1990 - 10/04/1991

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

06/07/1990 - 10/04/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

CT

10/05/1989 - 05/29/1990

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

IA

Issued 05/05/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Harold Hill.
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