Kevin Gerald Hilsmier
Professional Summary
Kevin Gerald Hilsmier is a registered financial advisor currently at SMARTLEAF ASSET MANAGEMENT LLC located in Boston, Massachusetts. Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Kevin has worked at 5 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
37 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
SMARTLEAF ASSET MANAGEMENT LLC
Contact Information
Main Address
One Bowdoin Square Suite 1000 10th Floor, Boston, MA, 02114Phone Number
(857) 366-9340# of Employees
18SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
18,475AUM (Assets Under Management)
$6,851,674,504Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
SMARTLEAF ASSET MANAGEMENT LLC
State Registrations and Notice Filings
(6/10/2024)
(12/5/2024)
(5/23/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1989About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Kevin Gerald Hilsmier's CRS (Customer Relationship Summary).
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