Matthew H. Hill

OPTIMUM FINANCIAL LLC

Wethersfield, CT

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CRD#: 1995619

Professional summary

Matthew Harold Hill, who also goes by Matt Hill, is a registered financial advisor currently at OPTIMUM FINANCIAL LLC located in Wethersfield, Connecticut.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Matthew has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Hill

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.

1) MATT HILL-SELF EMPLOYED-WETHERSFIELD, CT; INSURANCE SALES; INDEPENDENT INSURANCE AGENT; START DATE 6/00;2 HRS/MONTH DEVOTED TO BUSINESS;2 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED 2) MATTHEW HILL CPA - WETHERSFIELD, CT; TAX PREPARATION SERVICES; OWNER; START DATE 1/90; 15 HRS/MONTH DEVOTED TO BUSINESS;15 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED. 3) RENTAL PROPERTY MANAGEMENT; START DATE: 6/1/2011;RENTAL AGENT ASSISTANCE FOR JODI HILL/BARBARA HILL;20 HRS/MONTH DEVOTED TO BUSINESS;10 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Harold Hill's 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

Experience

Current

March 11, 2024 - Present

OPTIMUM FINANCIAL LLC

RIA

CRD#: 329188

Wethersfield, CT

Past

December 7, 2011 - March 12, 2024

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

WETHERSFIELD, CT

Past

December 7, 2011 - March 12, 2024

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

WETHERSFIELD, CT

Past

September 21, 2010 - September 8, 2011

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

NEW LONDON, CT

Past

February 16, 2010 - September 8, 2011

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

NEW LONDON, CT

Past

January 17, 2003 - April 6, 2009

HARVEST CAPITAL ADVISORS, LLC

RIA

CRD#: 125920

WETHERSFIELD, CT

Past

January 16, 2001 - December 31, 2009

HARVEST CAPITAL LLC

CRD#: 35723

WETHERSFIELD, CT

Past

September 4, 1999 - January 5, 2001

COBURN & MEREDITH, INC.

CRD#: 164

SIMSBURY, CT

Past

May 12, 1998 - July 20, 1999

MAIN STREET MANAGEMENT COMPANY

CRD#: 547

BOSTON, MA

Past

May 2, 1995 - May 22, 1998

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

October 19, 1994 - April 29, 1995

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

March 26, 1992 - November 24, 1992

MAIN STREET MANAGEMENT COMPANY

CRD#: 547

BOSTON, MA

Past

June 7, 1990 - October 4, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

June 7, 1990 - October 4, 1991

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

October 5, 1989 - May 29, 1990

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

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.

Highlighted states indicate IAR registrations

IAR

Connecticut
(3/11/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/16/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/2/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/27/2000

Investment Company Products/Variable Contracts Principal Examination

Current Firm

OPTIMUM FINANCIAL LLC

CRD#: 329188 / SEC#:

Connecticut

Registered Investment Advisory firm - (3/11/2024 Approved)

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Contact information

Main Address

Wethersfield, CT

Mailing Address

Phone number

(860) 563-8292

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Matthew H. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Harold Hill's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

HARVEST CAPITAL ADVISORS, LLC

HARVEST CAPITAL LLC

COBURN & MEREDITH, INC.

MAIN STREET MANAGEMENT COMPANY

WS GRIFFITH SECURITIES, INC.

VP DISTRIBUTORS LLC

MAIN STREET MANAGEMENT COMPANY

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

AETNA LIFE INSURANCE AND ANNUITY COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2000

Series 63

Date: 5/16/1995

SIE

Date: 10/1/2018

Series 6

Date: 10/2/1989

Series 26

Date: 12/27/2000

Current Firm

OPTIMUM FINANCIAL LLC

Contact information

Documents

Red Flags

Company Information

OPTIMUM FINANCIAL LLC

TRUST BUT VERIFY

Contact information

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