RH
Richard S. Hilow
STRAIGHT FORWARD WEALTH MANAGEMENT
ROCHESTER, NH 03867
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CRD#: 5294442
RH
Professional summary
Richard Samuel Hilow is a registered financial advisor currently at STRAIGHT FORWARD WEALTH MANAGEMENT, LLC located in Rochester, New Hampshire and LPL FINANCIAL LLC located in Rochester, New Hampshire.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Richard has worked at 3 firms and has passed the Series 66, SIE, 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.
1. 1/10/2017 - Straight Forward Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2017 - 200 Hours Per Month/150 Hours During Securities Trading. 2. 10/25/2018 - R&G Holdings, LLC - Investment Related - Rochester, NH 03867 - Real Estate Rental - Started 10/01/2018 - 4 Hours Per Month/0 Hours During Securities Trading. 3. 2/4/2020 - Straight Forward Tax & Bookkeeping, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 11/25/2019 - 6 Hours Per Month During Securities Trading - Role is a silent partner 50% and a management and operations consultant working in the business only in a leadership capacity. 4. 06/08/2023 - Straight Forward Life & Annuity, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 08/20/2018 - 12 Hours Per Month/ 4 Hours During Securities Trading 5. 10/01/2024 - Straight Forward Wealth Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/04/2024 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Straight Forward Wealth Management, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Samuel Hilow'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
June 19, 2024 - Present
STRAIGHT FORWARD WEALTH MANAGEMENT, LLC
Office #1: 60 Rochester Hill Road Ste 1, Rochester, NH 03867RIA
CRD#: 329055
ROCHESTER, NH
Current
May 29, 2012 - Present
LPL FINANCIAL LLC
Office #1: 60 Rochester Hill Road, Rochester, NH 03867RIA
BD
CRD#: 6413
Rochester, NH
Past
December 6, 2024 - January 13, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROCHESTER, NH
Past
May 29, 2012 - December 3, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROCHESTER, NH
Past
June 8, 2007 - June 1, 2012
EDWARD JONES
RIA
CRD#: 250
ROCHESTER, NH
Past
April 12, 2007 - June 1, 2012
EDWARD JONES
BD
CRD#: 250
ROCHESTER, NH
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/29/2012)
RR
California(12/23/2021)
RR
Colorado(10/8/2019)
RR
Connecticut(3/27/2019)
RR
Florida(2/19/2015)
IAR
Florida(7/8/2024)
RR
Maine(5/29/2012)
IAR
Maine(8/16/2024)
RR
Massachusetts(5/29/2012)
RR
New Hampshire(5/29/2012)
IAR
New Hampshire(6/19/2024)
RR
New Jersey(2/8/2022)
RR
New York(1/13/2015)
RR
Ohio(4/12/2024)
RR
Oregon(10/21/2024)
RR
Rhode Island(1/29/2019)
RR
South Carolina(5/29/2012)
RR
Texas(8/4/2021)
RR
Vermont(11/14/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SF
STRAIGHT FORWARD WEALTH MANAGEMENT, LLC
STRAIGHT FORWARD WEALTH MANAGEMENT, LLC
CRD#: 329055 / SEC#:
Florida
Registered Investment Advisory firm - (7/8/2024 Approved)Maine
Registered Investment Advisory firm - (8/16/2024 Approved)New Hampshire
Registered Investment Advisory firm - (6/19/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
60 Rochester Hill Road Ste 1, Rochester, NH 03867
Mailing Address
Phone number
(603) 994-4569
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 337 |
| AUM (Assets Under Management) | $ 33,336,163 |
Red Flags
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Company Information
STRAIGHT FORWARD WEALTH MANAGEMENT, LLC
CRD#: 329055Rochester, NH 03867TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
