RH
RH

Robert Hill

14 Years of Experience
Clarksburg, MD
Broker

Robert Hill is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Clarksburg, MD, with 14 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

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Location

Clarksburg, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is the president and sole member of Exaireo Capital Funding LLC, where he holds loan notes, spending minimal time per week. He also owns Two Palms and a Hammock Studios, selling original art, dedicating about a quarter of his time to this endeavor.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
July 2014 - Present · 11 yrs 10 mos
Stifel, Nicolaus & Company, Incorporated
July 2014 - Present · 11 yrs 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
Morgan Stanley
July 2011 - July 2014 · 3 yrs
Morgan StanleyBroker
June 2011 - July 2014 · 3 yrs 1 mo
State Registrations9 states
ALDCFLMDNCPASCVAWV
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.