EH
CFP
EH
CFP

Edward Hill

33 Years of Experience
Kingston, NY
1 DisclosureBrokerSells Insurance

Edward Hill is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Kingston, NY, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

63 Hurley Ave, [Satellite], Kingston, NY, 12401

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2014
Final
Other Business ActivitiesSells Insurance

Edward is involved in several business activities, including acting as an office manager for a family real estate business, managing finances for a health foundation, and owning stakes in multiple enterprises. He also works as a financial advisor for Princeton Harriman Insurance Solutions, dedicating a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
May 2013 - Present · 13 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2013 - Present · 13 yrs 4 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - March 2013 · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
June 1996 - June 2009 · 13 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1992 - June 1996 · 3 yrs 9 mos
State Registrations21 states
CACOCTDEFLGAILMAMDMIMONCNJNVNYPASCTNTXVAVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Edward Hill - Financial Advisor | TrueAdvisor