Sheila R. Hill
Professional summary
Sheila Rita Hill, CLU®, who also goes by Sheila Rita Hanley Jr., is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Lutz, Florida and TRUIST INVESTMENT SERVICES, INC. located in Lutz, Florida.
Sheila is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Sheila has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sheila Rita Hill's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 16520 N Nebraska Ave, Lutz, FL 33549April 26, 2013 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 16520 N Nebraska Ave, Lutz, FL 33549Office #2: 8939 Little Rd, New Port Richey, FL 34654Office #3: 5412 Little Rd, New Port Richey, FL 34655Office #4: 1424 Seven Springs Blvd, New Port Richey, FL 34655Office #5: 16116 State Rd 54, Odessa, FL 33556Office #6: 203 E Tarpon Ave, Tarpon Springs, FL 34689April 30, 2013 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
October 30, 2006 - May 3, 2013
FIFTH THIRD SECURITIES, INC.
August 24, 2006 - May 3, 2013
FIFTH THIRD SECURITIES, INC.
February 25, 2005 - August 24, 2006
FIFTH THIRD SECURITIES, INC.
January 26, 2004 - February 28, 2005
INVEST FINANCIAL CORPORATION
October 1, 2000 - January 22, 2004
WELLS FARGO CLEARING SERVICES, LLC
May 3, 2000 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
November 22, 1988 - March 14, 2000
METROPOLITAN LIFE INSURANCE COMPANY
November 22, 1988 - March 14, 2000
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/21/2019)
(9/13/2024)
(6/12/2017)
(9/30/2021)
(9/9/2024)
(4/26/2013)
(9/16/2016)
(9/7/2016)
(4/26/2013)
(7/22/2025)
(11/22/2021)
(1/12/2024)
(8/29/2017)
(4/21/2025)
(11/10/2022)
(8/16/2021)
(4/21/2025)
(11/14/2014)
(6/18/2013)
(9/1/2021)
(9/25/2019)
(5/13/2019)
(5/16/2019)
(5/23/2022)
(5/23/2024)
(9/7/2022)
(5/14/2021)
(11/10/2021)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Lutz, FL 33549TRUST BUT VERIFY
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