TrueAdvisor
TrueAdvisor
SH
SH

Susan Hill

Raymond James Financial Services Advisors, INC
32 Years of Experience
The Woodlands, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

Susan Hill is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in The Woodlands, TX, with 32 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

25511 Budde Road, Suite 2301, The Woodlands, TX, 77380

Get directions

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.
Customer Dispute
May 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Susan is the owner and president of Aventura Family Office and Aventura Partners, LLC, and also acts as trustee for her deceased husband's Bypass Trust. Additionally, Susan is an officer of Pelican Hill Properties, LLC, managing rental real estate.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2010 - Present · 16 yrs 8 mos
Raymond James Financial Services, INC.Broker
February 2010 - Present · 16 yrs 8 mos
Raymond James Financial Services, INC.
February 2010 - Present · 16 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
January 2005 - February 2010 · 5 yrs 1 mo
Deutsche Bank Securities INC.Broker
January 2005 - February 2010 · 5 yrs 1 mo
Morgan Stanley
November 1995 - January 2005 · 9 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 1995 - January 2005 · 9 yrs 2 mos
Dean Witter Reynolds INC.Broker
November 1993 - July 1995 · 1 yr 8 mos
State Registrations29 states
ALARAZCACODEFLGAHIIAIDILKSKYLAMDMNMOMTNCNENJNVOKTNTXVAVTWA
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.
More Advisors
More financial advisors in The Woodlands, TX →All financial advisors in Texas →