Brian J. Hill
Professional summary
Brian Joseph Hill, ChFC® is a registered financial advisor currently at CAPITAL ANALYSTS located in Braintree, Massachusetts and LINCOLN INVESTMENT located in Braintree, Massachusetts.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Brian has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Joseph Hill's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 12, 2012 - Present
CAPITAL ANALYSTS
Office #1: 35 Braintree Hill Office Park Suite 102, Braintree, MA 02184June 1, 2012 - Present
LINCOLN INVESTMENT
Office #1: 35 Braintree Hill Office Park Suite 400 & 405, Braintree, MA 02184May 1, 1997 - July 8, 1998
SIGNATOR INVESTORS, INC.
October 23, 1992 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
December 7, 1988 - June 1, 2012
CINCINNATI ANALYSTS, INC.
March 23, 1988 - June 27, 1988
BUTCHER & SINGER INC.
February 5, 1988 - March 22, 1988
THE STUART-JAMES COMPANY, INCORPORATED
August 20, 1987 - February 10, 1988
CINCINNATI ANALYSTS, INC.
Primary Firm SEC Registration
CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/1/2012)
(1/2/2025)
(6/1/2012)
(6/2/2012)
(1/2/2025)
(4/1/2015)
(1/2/2025)
(6/1/2012)
(6/1/2012)
(6/1/2012)
(6/12/2012)
(1/5/2021)
(7/20/2017)
(6/1/2012)
(6/1/2012)
(6/1/2012)
(6/1/2012)
(6/1/2012)
(6/1/2012)
(1/3/2022)
(1/4/2019)
(10/11/2021)
(1/4/2019)
Exams
FINRA
Current Firm
CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,578 |
| AUM (Assets Under Management) | $ 8,713,202,466 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2024 | ||
| 09/27/2023 | ||
| 03/29/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPITAL ANALYSTS
CRD#: 162200Braintree, MA 02184TRUST BUT VERIFY
Monitor Brian Hill
Get automatic monthly alerts on:
