MH

Matthew A. Hall

HILL INVESTMENT GROUP
St. Louis, MO 63105
Some features on this profile are disabled
CRD#: 2976699
MH

Professional summary


Matthew Aaron Hall, who also goes by Matt Hall, is a registered financial advisor currently at HILL INVESTMENT GROUP located in St. Louis, Missouri.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Matthew has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matt Hall

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.

CRS (Client Relationship Summary) - RIA


Click below to view Matthew Aaron Hall'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

Experience


Current

March 1, 2021 - Present

HILL INVESTMENT GROUP

Office #1: 7701 Forsyth Boulevard Suite 350, St. Louis, MO 63105
RIA
CRD#: 312052
St. Louis, MO
Past

January 1, 2012 - March 19, 2015

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
ST. LOUIS, MO
Past

July 29, 2005 - March 1, 2021

HILL INVESTMENT GROUP

RIA
CRD#: 136452
ST. LOUIS, MO
Past

May 7, 2001 - August 3, 2005

BUCKINGHAM ASSET MANAGEMENT INC

RIA
CRD#: 106333
ST. LOUIS, MO
Past

June 19, 1998 - September 2, 1999

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

January 1, 1998 - February 10, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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".
HI
HILL INVESTMENT GROUP
EMERALD SPECTRUM ADVISORY | LONGVIEW RESEARCH PARTNERS | HILLTOP FAMILY OFFICE | HILLFOLIO | HILL INVESTMENT GROUP PARTNERS, LLC | HILL INVESTMENT GROUP

CRD#: 312052 / SEC#: 801-120176

RIA
Registered Investment Advisory firm - (1/19/2021 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.

Highlighted states indicate IAR registrations

IAR
Missouri
(3/1/2021)
IAR
Texas
(3/1/2021)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HI
HILL INVESTMENT GROUP
EMERALD SPECTRUM ADVISORY | LONGVIEW RESEARCH PARTNERS | HILLTOP FAMILY OFFICE | HILLFOLIO | HILL INVESTMENT GROUP PARTNERS, LLC | HILL INVESTMENT GROUP

CRD#: 312052 / SEC#: 801-120176

RIA
Registered Investment Advisory firm - (1/19/2021 Approved)
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Contact information


Main Address
190 Carondelet Plaza Suite 1475, St. Louis, MO 63105
Mailing Address
Phone number
(314) 448-4023
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (20 States and Territories)


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Regulatory assets under management


Total Number of Accounts1,499
AUM (Assets Under Management)$ 1,042,455,740

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


HILL INVESTMENT GROUP

CRD#: 312052St. Louis, MO 63105

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