David C. Wise

HILLTOP WEALTH ADVISORS

Chapel Hill, NC 27517

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CRD#: 5677815

Professional summary

David Christopher Wise, CFP® is a registered financial advisor currently at HILLTOP WEALTH ADVISORS, LLC located in Chapel Hill, North Carolina.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. David has worked at 2 firms and has passed the Series 66, SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Christopher Wise's CRS (Customer Relationship Summary).

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: 2014

Experience

Current

April 29, 2016 - Present

HILLTOP WEALTH ADVISORS, LLC

Office #1: 6340 Quadrangle Drive Suite 100, Chapel Hill, NC 27517

RIA

CRD#: 283014

Chapel Hill, NC

Past

December 9, 2011 - May 4, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CHAPEL HILL, NC

Past

November 2, 2011 - May 4, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CHAPEL HILL, NC

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".

HILLTOP WEALTH ADVISORS, LLC

ABIGAIL WEALTH ADVISORS, LLC | HILLTOP WEALTH ADVISORS, LLC

CRD#: 283014 / SEC#: 801-107408

RIA

Registered Investment Advisory firm - (3/16/2016 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

North Carolina
(4/29/2016)

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: 12/8/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/4/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/1/2011

General Securities Representative Examination

Current Firm

HILLTOP WEALTH ADVISORS, LLC

ABIGAIL WEALTH ADVISORS, LLC | HILLTOP WEALTH ADVISORS, LLC

CRD#: 283014 / SEC#: 801-107408

RIA

Registered Investment Advisory firm - (3/16/2016 Approved)

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Contact information

Main Address

6340 Quadrangle Drive Suite 100, Chapel Hill, NC 27517

Mailing Address

Phone number

(919) 401-1500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts	1,771
AUM (Assets Under Management)	$ 502,828,225

Red Flags

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

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David C. Wise

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Christopher Wise's CRS (Customer Relationship Summary).

Certified licenses

Experience

HILLTOP WEALTH ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

HILLTOP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2011

SIE

Date: 5/4/2016

Series 7

Date: 11/1/2011

Current Firm

HILLTOP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HILLTOP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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