JH
James M. Hillin
STRATEGIC INVESTMENT ADVISORS, LTD.
CAPE GIRARDEAU, MO 63703
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CRD#: 4488976
JH
Professional summary
James Monroe Hillin is a registered financial advisor currently at STRATEGIC INVESTMENT ADVISORS, LTD. located in Cape Girardeau, Missouri.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. James has worked at 2 firms and has passed the Series 63 and Series 7 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.
1) THE BANK OF MISSOURI, 906 NORTH KINGS HIGHWAY, PERRYVILLE, MO 63775 / NATURE OF BUSINESS: COMMUNITY BANK / TITLE: DIRECTOR SINCE 1997 / DUTIES; MONTHLY DIRECTORS MEETINGS HELD TO APPROVE BANK FUNCTION / TIME DEVOTED PER MONTH: 3 HOURS / NUMBER OF THOSE HOURS DEVOTED TO BUSINESS DURING SECURITIES TRADING HOURS: 0.
2) STRATEGIC REAL ESTATE PARTNERS, LLC / 364 S. BROADVIEW, CAPE GIRARDEAU, MO 63703 / NATURE OF BUSINESS: THE LLC OWNS THE COMMERCIAL REAL ESTATE AT THE LOCATION WHERE THE ADVISORY FIRM AND THE AFFILIATED ACCOUNTING FIRM HAVE THEIR OFFICES (ADDRESS NOTED IN THIS ITEM). A FEW OF THE OFFICES ARE RENTED TO STRATEGIC INVESTMENT ADVISORS, LTD. / TITLE: LLC MEMBER-MANAGER SINCE 2001 / DUTIES: MANAGE THE COMMERCIAL REAL ESTATE PROPERTY / HOURS PER MONTH: 1 / NUMBER OF THOSE HOURS DEVOTED TO BUSINESS DURING SECURITIES TRADING HOURS: 0.
CRS (Client Relationship Summary) - RIA
Click below to view James Monroe Hillin'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®
NoneExperience
Current
February 10, 2000 - Present
STRATEGIC INVESTMENT ADVISORS, LTD.
Office #1: 364 S Broadview, Cape Girardeau, MO 63703RIA
CRD#: 114888
CAPE GIRARDEAU, MO
Past
January 2, 2002 - June 28, 2004
WYDOWN CAPITAL LLC
BD
CRD#: 103820
CLAYTON, MO
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
Illinois(6/8/2012)
IAR
Indiana(1/2/2019)
IAR
Missouri(2/10/2000)
IAR
Texas(3/5/2008)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SI
STRATEGIC INVESTMENT ADVISORS, LTD.
STRATEGIC INVESTMENT ADVISORS, LTD.
CRD#: 114888 / SEC#: 801-68098
RIA
Registered Investment Advisory firm - (6/20/2012 Terminated)Florida
Registered Investment Advisory firm - (12/20/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/19/2012 Approved)Indiana
Registered Investment Advisory firm - (11/8/2018 Approved)Missouri
Registered Investment Advisory firm - (6/18/2012 Approved)Tennessee
Registered Investment Advisory firm - (12/20/2024 Terminated)Texas
Registered Investment Advisory firm - (4/11/2012 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
364 S Broadview, Cape Girardeau, MO 63703
Mailing Address
Phone number
(573) 334-8200
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 560 |
| AUM (Assets Under Management) | $ 78,546,471 |
Red Flags
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Company Information
STRATEGIC INVESTMENT ADVISORS, LTD.
CRD#: 114888Cape Girardeau, MO 63703TRUST BUT VERIFY
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