Annette J. Hilton

PROMANAGE

Chicago, IL 60601

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CRD#: 4290619

Professional summary

Annette Jean Hilton is a registered financial advisor currently at PROMANAGE, LLC located in Chicago, Illinois.

Annette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Annette has worked at 2 firms and has passed the Series 66, Series 7 and Series 24 exams.

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 Annette Jean Hilton'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

October 1, 2018 - Present

PROMANAGE, LLC

Office #1: 130 E Randolph St Suite 2825, Chicago, IL 60601

RIA

CRD#: 133357

Chicago, IL

Past

April 12, 2001 - October 20, 2003

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

RIA

CRD#: 40596

CHICAGO, IL

Past

January 16, 2001 - October 20, 2003

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

CRD#: 40596

HARTFORD, CT

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".

PROMANAGE, LLC

CRD#: 133357 / SEC#: 801-63719

RIA

Registered Investment Advisory firm - (12/13/2004 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

Texas
(10/1/2018)

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 66

Date: 3/29/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/12/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/20/2002

General Securities Principal Examination

Current Firm

PROMANAGE, LLC

CRD#: 133357 / SEC#: 801-63719

RIA

Registered Investment Advisory firm - (12/13/2004 Approved)

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Contact information

Main Address

130 E Randolph St Suite 2825, Chicago, IL 60601

Mailing Address

Phone number

(312) 456-0665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

PROMANAGE ADV2A ALL SERVICES (6/18/2025)

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 6,071,295,979

Red Flags

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

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Annette J. Hilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Annette Jean Hilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROMANAGE, LLC

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

PROMANAGE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/29/2001

Series 7

Date: 1/12/2001

Series 24

Date: 8/20/2002

Current Firm

PROMANAGE, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROMANAGE, LLC

TRUST BUT VERIFY

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