Kevin Hilsmier is a registered investment advisor at Smartleaf Asset Management LLC, based in Boston, MA, with 32 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 19 clients with $3.7B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
One Bowdoin Square, Suite 1000, 10th Floor, Boston, MA, 02114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a franchisee of a school spirit vending business in Limerick, Pennsylvania, focusing on sales and service of vending machines. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Smartleaf Asset Management LLC
Previous Registrations
Sei Investments Distribution CO.Broker
Sei Investments Distribution CO.Broker
Hornor, Townsend & Kent, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.