Steven T. Hillstead

PRIVATE ADVISORY | Director, Financial Planning

Lehi, UT 84043

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CRD#: 4285124

Professional summary

Steven Todd Hillstead is a registered financial advisor currently at PRIVATE ADVISORY located in Lehi, Utah.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Steven has worked at 9 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I love serving and helping families articulate and fulfill their life's dreams by teaching them to make sound financial decisions. When I'm not at work, I can be found with my wife and kids snow skiing, at a dance recital or coaching a youth soccer game.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Steven Todd Hillstead'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

Education

Brigham Young University

University of Utah

Experience

Current

February 17, 2026 - Present

PRIVATE ADVISORY

Office #1: 1557 W Innovation Way Suite 500 (5th Floor), Lehi, UT 84043

RIA

CRD#: 170043

Lehi, UT

Past

November 1, 2018 - March 6, 2026

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

SALT LAKE CITY, UT

Past

April 22, 2016 - October 31, 2018

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923

SALT LAKE CITY, UT

Past

August 16, 2011 - November 1, 2018

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

SALT LAKE CITY, UT

Past

August 16, 2011 - April 22, 2016

SANDERS MORRIS LLC

CRD#: 20580

SALT LAKE CITY, UT

Past

June 14, 2010 - July 20, 2011

THE INSIGHT GROUP, INC.

RIA

CRD#: 117936

SALT LAKE CITY, UT

Past

June 8, 2010 - July 20, 2011

FINANCIAL INSIGHT CENTER

RIA

CRD#: 153610

SALT LAKE CITY, UT

Past

March 30, 2004 - December 31, 2004

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

DRAPER, UT

Past

February 21, 2003 - June 9, 2010

MML INVESTORS SERVICES, LLC

CRD#: 10409

DRAPER, UT

Past

November 1, 2000 - February 18, 2003

MONY SECURITIES CORPORATION

CRD#: 4386

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".

PRIVATE ADVISORY

PRIVATE ADVISORY | PRIVATE ADVISORY GROUP LLC

CRD#: 170043 / SEC#: 801-79100

RIA

Registered Investment Advisory firm - (1/24/2014 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

Utah
(2/17/2026)

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: 6/2/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/20/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/4/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/10/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/31/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRIVATE ADVISORY

PRIVATE ADVISORY | PRIVATE ADVISORY GROUP LLC

CRD#: 170043 / SEC#: 801-79100

RIA

Registered Investment Advisory firm - (1/24/2014 Approved)

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Contact information

Main Address

16880 Ne 79th Street, Redmond, WA 98052

Mailing Address

Phone number

(425) 498-2320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRIVATE ADVISORY ADV 2A FEB 2026 (2/13/2026)

Regulatory assets under management

Total Number of Accounts	2,166
AUM (Assets Under Management)	$ 1,316,456,660

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2026	Cover Page	Report
04/23/2025	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.

Contact information

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Steven T. Hillstead

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Todd Hillstead's CRS (Customer Relationship Summary).

Certified licenses

Education

Brigham Young University

University of Utah

Experience

EDELMAN FINANCIAL ENGINES

RETIREONE INVESTMENT SERVICES, LLC

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

THE INSIGHT GROUP, INC.

FINANCIAL INSIGHT CENTER

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

PRIVATE ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2010

Series 66

Date: 6/20/2003

Series 63

Date: 11/4/2000

SIE

Date: 10/1/2018

Series 7

Date: 3/10/2003

Series 6

Date: 10/31/2000

Current Firm

PRIVATE ADVISORY

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PRIVATE ADVISORY

TRUST BUT VERIFY

Contact information

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