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Terri Corinne Hilley

Terri C. Hilley

STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
FORT WASHINGTON, PA
Some features on this profile are disabled
CRD#: 1896059
Terri Corinne Hilley

Professional summary

Terri Corinne Hilley, CFP®, who also goes by Terri C Hilley, Terri Corinne Hilley, Terri Corinne Hilley-battisto, Terri Corinne Hilleybattisto, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fort Washington, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Villanova, Pennsylvania.

Terri is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Terri has worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Biography

People come to Fidelity for our brand, ethics, and access. People work with me to leverage my 25+ years of industry experience, dedication and integrity. By working closely with me and my team, our partnership will allow you the opportunity to harness the power of Fidelity and provide you the guidance needed to create, and execute, a plan that helps you, and your family, work towards your financial goals.
top-8-questions

Question & Answer

What are your service offerings?
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Terri C Hilley | Terri Corinne Hilley | Terri Corinne Hilley-Battisto | Terri Corinne Hilleybattisto

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 Terri Corinne Hilley'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®
CFP®

Certified Financial Planner

Start date: 1991

Education

American University

Master of Business Administration (MBA) - Finance

1993

Indiana University of Pennsylvania

Bachelor of Science (BS) - Applied Mathematics

1986

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532
RIA
CRD#: 104555
FORT WASHINGTON, PA
Current

August 19, 2016 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 797 East Lancaster Ave Suite 100, Villanova, PA 19085
BD
CRD#: 7784
Villanova, PA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
VILLANOVA, PA
Past

August 30, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
KING OF PRUSSIA, PA
Past

February 16, 2011 - August 3, 2016

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
PHILADELPHIA, PA
Past

February 16, 2011 - August 3, 2016

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
PHILADELPHIA, PA
Past

July 23, 2010 - January 20, 2011

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEWTOWN SQUARE, PA
Past

January 1, 2004 - February 16, 2005

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
PHILADELPHIA, PA
Past

January 1, 2004 - February 16, 2005

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA
Past

June 9, 2003 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA
CRD#: 453
PHILADELPHIA, PA
Past

June 1, 2002 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
LOUISVILLE, KY
Past

December 1, 1995 - June 1, 2002

PNC BROKERAGE CORP

BD
CRD#: 34671
PITTSBURGH, PA
Past

November 21, 1988 - February 9, 1994

CHEVY CHASE FINANCIAL SERVICES

BD
CRD#: 14894
BETHESDA, MD

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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

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.
RR
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

RR
California
(1/7/2019)
RR
Colorado
(4/1/2024)
RR
Delaware
(8/19/2016)
RR
District of Columbia
(5/3/2024)
RR
Florida
(8/19/2016)
RR
Georgia
(9/18/2020)
RR
Illinois
(3/12/2019)
RR
Indiana
(1/3/2020)
RR
Louisiana
(1/3/2020)
RR
Maine
(9/9/2022)
RR
Maryland
(1/3/2020)
RR
Massachusetts
(1/7/2019)
RR
Michigan
(9/24/2020)
RR
Nevada
(2/27/2024)
RR
New Jersey
(1/7/2022)
RR
New York
(8/19/2016)
RR
North Carolina
(1/8/2018)
RR
North Dakota
(2/12/2021)
RR
Ohio
(1/7/2019)
RR
Oklahoma
(1/3/2020)
RR
Oregon
(1/3/2020)
RR
Pennsylvania
(8/19/2016)
IAR
Pennsylvania
(3/31/2025)
RR
South Carolina
(10/14/2019)
RR
Tennessee
(3/25/2023)
RR
Texas
(1/3/2020)
IAR
Texas
(3/31/2025)
RR
Utah
(7/19/2024)
RR
Virginia
(1/8/2018)
RR
Washington
(9/29/2023)
RR
Wisconsin
(3/4/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/18/2010
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/25/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/12/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/21/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/14/1988
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/28/1989
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

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

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

STRATEGIC ADVISERS LLC

Vice President, Financial ConsultantCRD#: 104555Fort Washington, PA

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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