Lisa Hill-millar

STRATEGIC ADVISERS LLC | Planning Consultant

WEST JORDAN, UT

Some features on this profile are disabled

CRD#: 1749429

Professional summary

Lisa Hill-millar, who also goes by Lisa D Hill, Lisa Dawn Hill, Lisa Hill, Lisa D Hill-millar, Lisa Dawn Hill-millar, Lisa Millar, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in West Jordan, Utah and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.

Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Lisa has worked at 11 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

Biography

I'm a dedicated and caring Planning Consultant engaged in helping people improve their lives through thoughtful planning guidance. Using Fidelity's vast resources, I'll guide you to discovering what's important to you and finding the path to get there. I will be there for you along the way.  My 10+ years of experience means I will be an invaluable resource to partner with you in pursuing your goals. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Hill-millar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

Ricks College

Associate of Arts - Arts and Sciences

1983

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 279 West South Temple, Salt Lake City,, UT 84101

RIA

CRD#: 104555

WEST JORDAN, UT

Current

February 28, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 279 West South Temple, Salt Lake City, UT 84104

CRD#: 7784

Salt Lake City, UT

Past

April 6, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SALT LAKE CITY, UT

Past

April 26, 2021 - July 1, 2021

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SALT LAKE CITY, UT

Past

April 23, 2021 - July 1, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

SALT LAKE CITY, UT

Past

June 13, 2016 - January 11, 2021

TD AMERITRADE, INC.

CRD#: 7870

MIDVALE, UT

Past

June 10, 2016 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Salt Lake City, UT

Past

June 10, 2016 - January 11, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

MIDVALE, UT

Past

January 21, 2015 - December 31, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

SO. JORDAN, UT

Past

January 21, 2015 - December 31, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

SO. JORDAN, UT

Past

April 17, 2013 - November 24, 2014

WADDELL & REED

RIA

CRD#: 866

COTTONWOOD HEIGHTS, UT

Past

April 16, 2013 - November 24, 2014

WADDELL & REED

CRD#: 866

COTTONWOOD HEIGHTS, UT

Past

May 8, 2012 - April 8, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SALT LAKE CITY, UT

Past

April 26, 2012 - April 8, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SALT LAKE CITY, UT

Past

January 31, 2011 - March 15, 2012

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

May 11, 2007 - December 5, 2008

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

RIVERTON, UT

Past

January 31, 2007 - May 14, 2007

NYLIFE SECURITIES LLC

CRD#: 5167

SANDY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/21/2023)

Arizona
(11/22/2023)

California
(11/21/2023)

Colorado
(11/28/2023)

Connecticut
(11/21/2023)

District of Columbia
(11/30/2023)

Florida
(11/21/2023)

Georgia
(11/22/2023)

Idaho
(11/21/2023)

Illinois
(12/6/2023)

Indiana
(11/22/2023)

Maine
(11/21/2023)

Maryland
(11/27/2023)

Massachusetts
(11/24/2023)

Minnesota
(11/21/2023)

Missouri
(11/21/2023)

Montana
(11/22/2023)

Nevada
(11/27/2023)

New Jersey
(11/21/2023)

New Mexico
(11/21/2023)

New York
(11/26/2023)

North Carolina
(11/21/2023)

North Dakota
(11/27/2023)

Ohio
(11/21/2023)

Oregon
(11/22/2023)

Tennessee
(11/22/2023)

Texas
(11/27/2023)

IAR

Texas
(3/31/2025)

Utah
(3/1/2022)

IAR

Utah
(3/31/2025)

Virginia
(11/21/2023)

Washington
(11/20/2023)

Wisconsin
(11/21/2023)

Wyoming
(11/21/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/4/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/4/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/28/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/27/2007

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lisa Hill-millar

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Hill-millar's CRS (Customer Relationship Summary).

Certified licenses

Education

Ricks College

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

WADDELL & REED

WADDELL & REED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIDELITY BROKERAGE SERVICES LLC

CHASE INVESTMENT SERVICES CORP.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/4/2012

Series 63

Date: 2/4/2011

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/28/2011

Series 6

Date: 1/27/2007

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

Similar Advisors