Unclaimed
Robert Evan Hill is an active investment advisor representative with Morgan Stanley. Robert Evan Hill is registered to provide securities related services in 16 states. Robert Evan Hill's professional career spans over 30 years. Robert Evan Hill has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., DOMINICK & DOMINICK LLC, TRAUTMAN WASSERMAN & COMPANY, INC., and SANDS BROTHERS & CO., LTD..
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
08/31/2017 - Present
Morgan Stanley (Westport CT)
CT
10/23/2009 - 09/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTPORT CT)
NY
11/07/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCARSDALE NY)
NY
02/02/2006 - 11/10/2008
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
12/06/2001 - 02/01/2006
TRAUTMAN WASSERMAN & COMPANY, INC. (NEW YORK NY)
NY
10/05/1992 - 12/14/2001
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 07/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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