Don D. Hilario

HILPAN MOXIE WEALTH MANAGEMENT

Irvine, CA

Some features on this profile are disabled

CRD#: 5038289

Professional summary

Don Douglas Hilario, CFP®, who also goes by Don Hilario, is a registered financial advisor currently at HILPAN MOXIE WEALTH MANAGEMENT, LLC located in Irvine, California.

Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Don has worked at 3 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don 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) - RIA

Click below to view Don Douglas Hilario'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

February 13, 2012 - Present

HILPAN MOXIE WEALTH MANAGEMENT, LLC

RIA

CRD#: 159966

Irvine, CA

Past

September 29, 2009 - June 15, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

IRVINE, CA

Past

September 25, 2009 - June 15, 2011

LPL FINANCIAL LLC

CRD#: 6413

IRVINE, CA

Past

December 19, 2005 - October 2, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BREA, CA

Past

December 2, 2005 - October 2, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BREA, CA

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

California
(2/13/2012)

IAR

New Jersey
(7/9/2012)

IAR

New York
(5/15/2021)

IAR

Texas
(3/13/2020)

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: 12/16/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/1/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/4/2010

General Securities Principal Examination

Current Firm

HILPAN MOXIE WEALTH MANAGEMENT, LLC

HILARIO, DONALD | HILPAN MOXIE WEALTH MANAGEMENT, LLC | HILPAN MOXIE WEALTH MANAGEMENT, INC | HILARIO, DONALD DOUGLAS

CRD#: 159966 / SEC#:

California

Registered Investment Advisory firm - (2/10/2012 Approved)

New Jersey

Registered Investment Advisory firm - (7/9/2012 Approved)

New York

Registered Investment Advisory firm - (7/27/2012 Approved)

Texas

Registered Investment Advisory firm - (3/13/2020 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Irvine, CA

Mailing Address

Phone number

(949) 559-1852

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	172
AUM (Assets Under Management)	$ 53,265,787

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Don D. Hilario

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Douglas Hilario's CRS (Customer Relationship Summary).

Certified licenses

Experience

HILPAN MOXIE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2005

Series 7

Date: 12/1/2005

Series 24

Date: 2/4/2010

Current Firm

HILPAN MOXIE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HILPAN MOXIE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors