Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy Peter Hill

Merrill Lynch, Pierce, Fenner & Smith Inc.

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

About Timothy Peter Hill

Timothy Peter Hill is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the securities industry since 2007. Hill holds Series 7, 63, 65, and 66 licenses. He has worked for several firms including Thornburg Securities Corporation, Funds Distributor, LLC, and Neuberger Berman, LLC, and holds registrations in 14 states. Hill has experience in financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Timothy Hill is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Merrill Lynch, Pierce, Fenner & Smith Inc., established in 1958, is a corporation headquartered in NEW YORK, NY. They offer a wide range of financial services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. They are registered with the SEC and in all 50 states, with over 26,000 investment advisor representatives and registered representatives. Their services target high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. They manage assets exceeding $1 trillion, demonstrating their extensive experience in the financial industry.
Merrill Lynch, Pierce, Fenner & Smith Inc.

ONE BRYANT PARK

NEW YORK, NY 10036

$1.27T

Assets Under Management

16,965

Total Clients

25,158

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

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.

Timothy Hill’s Registration & Firm History

FL

05/22/2023 - Present

Merrill Lynch, Pierce, Fenner & Smith Inc. (DELRAY BEACH FL)

FL

07/09/2022 - 04/24/2023

EQUITABLE ADVISORS, LLC (BOCA RATON FL)

NM

05/03/2012 - 01/07/2015

THORNBURG SECURITIES CORPORATION (SANTA FE NM)

NY

05/18/2010 - 04/04/2012

FUNDS DISTRIBUTOR, LLC (NEW YORK NY)

NJ

01/30/2007 - 06/03/2008

NEUBERGER BERMAN, LLC (HOBOKEN NJ)

NY

08/16/2002 - 02/01/2007

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

06/29/1998 - 10/30/1998

WARBURG DILLON READ LLC (NEW YORK NY)

CT

09/02/1997 - 06/29/1998

SBC WARBURG DILLON READ INC. (STAMFORD CT)

NY

06/20/1994 - 09/02/1997

SBC WARBURG, INC. (NEW YORK NY)

Not sure if Timothy Peter Hill is right for you?

Licenses & Designations

BOTH

Issued 07/19/2022

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/28/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/02/2022

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Timothy Peter Hill.
Not sure if Timothy Peter Hill is right for you?