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PH

Pierre Hilario

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CRD#: 4386481
PH

Professional summary


Pierre Hilario was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Pierre is a previously registered financial professional and started their career in finance in 2001. Prior to being barred, Pierre had worked at 7 firms, which includes NI ADVISORS, SW FINANCIAL, DEMOCRACY FUNDING LLC, CABOT LODGE SECURITIES LLC, REALTY CAPITAL SECURITIES LLC, LIGHTSTONE SECURITIES LLC, UBS FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pierre Michael Hilario | Pierre Micheal Hilario

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 12, 2022 - August 2, 2023

NI ADVISORS

BD
CRD#: 134502
MILPITAS, CA
Past

September 20, 2018 - May 26, 2022

SW FINANCIAL

BD
CRD#: 145012
MELVILLE, NY
Past

January 25, 2017 - April 17, 2018

DEMOCRACY FUNDING LLC

BD
CRD#: 122804
New York, NY
Past

January 15, 2016 - December 2, 2016

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
NEW YORK, NY
Past

March 30, 2010 - December 2, 2015

REALTY CAPITAL SECURITIES, LLC

BD
CRD#: 145454
NEW YORK, NY
Past

May 31, 2005 - March 22, 2010

LIGHTSTONE SECURITIES, LLC

BD
CRD#: 132596
MAHWAH, NJ
Past

June 13, 2001 - November 2, 2004

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/21/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 10/14/2004
National Commodity Futures Examination
General Industry/Product Exam

Current Firm


NA
NI ADVISORS
NI ADVISORS

CRD#: 134502 / SEC#: , 8-66841

California
Registered Investment Advisory firm - SEC (5/23/2012 Approved)
Colorado
Registered Investment Advisory firm - SEC (7/29/2022 Approved)
Florida
Registered Investment Advisory firm - SEC (4/9/2024 Approved)
Massachusetts
Registered Investment Advisory firm - SEC (1/4/2023 Approved)
New Jersey
Registered Investment Advisory firm - SEC (1/11/2023 Approved)
Rhode Island
Registered Investment Advisory firm - SEC (2/11/2022 Approved)
Texas
Registered Investment Advisory firm - SEC (2/25/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
1138 Cadillac Court, Milpitas, CA 95035-3058
Mailing Address
1138 Cadillac Court, Milpitas, CA 95035
Phone number
(510) 306-7777
Established
California since 01/01/2005
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
16

FINRA licenses (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
GOY, SUIHOCKPRESIDENT, CFO, DIRECTOR, CHIEF COMPLIANCE OFFICER2821380
POSTREL, HELENE BERSONFINOP2240945

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 3,560,000

Disclosures


Regulatory Event1

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


NI ADVISORS

CRD#: 134502

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