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RH

Robert Marshall Hill

CFP®

SOFI WEALTH

Jacksonville, FL

·CRD# 6074166·14 years experience

Professional Summary

Robert Marshall Hill, CFP®, who also goes by Robert Marshall Hill, Marshall Hill, Robert M Hill, is a registered financial advisor currently at SOFI WEALTH LLC located in Jacksonville, Florida and SOFI SECURITIES LLC located in Jacksonville, Florida. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Robert has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert Marshall Hill, Marshall Hill, Robert M Hill

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®

Certified Financial Planner

Years of Experience

14 years in the financial services industry

Current & Past Employments

SOFI WEALTH LLC·CRD# 167958

RIA

5335 Gate Pkwy Suite 101, Jacksonville, FL 32256

April 20, 2021 - Present

SOFI SECURITIES LLC·CRD# 151717

BD

5335 Gate Pkwy 5th Floor, Jacksonville, FL 32256

April 13, 2021 - Present

COMPOSER SECURITIES LLC·CRD# 325118

BD

Glenview, IL

August 26, 2026 - Present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

RIA

Jacksonville, FL

August 31, 2012 - April 12, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

BD

Jacksonville, FL

July 30, 2012 - April 12, 2021

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Current Firm

SW

SOFI WEALTH LLC

SOFI ADVISORS LLC | SOFI WEALTH LLC

CRD#: 167958 / SEC#: 801-78185

RIA

Registered Investment Advisory firm - SEC (6/14/2013 Approved)

Contact Information

Main Address

234 1st Street, San Francisco, CA 94105

Phone Number

(855) 525-7634

# of Employees

114

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SOFI WEALTH ADV PART 2A (3/27/2026)

SOFI WEALTH ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

290,887

AUM (Assets Under Management)

$2,047,338,985

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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.

I*129195 For profit or not for profit: Non-Profit Organization Name of outside business organization: Tom Coughlin Jay Fund Investment related: N Address of business: Jacksonville Beach, Florida 32240 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 2/1/2020 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: The Tom Coughlin Jay Fund is a 501(c)3 whose mission is to support families battling childhood cancer with financial, emotional, and practical support. I will be part of a committee that helps to organize budgeting and fundraising. ROP for Composer Securities affiliate of SoFi Securities LLC.

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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".

SW

SOFI WEALTH LLC

SOFI ADVISORS LLC | SOFI WEALTH LLC

CRD#: 167958 / SEC#: 801-78185

RIA

Registered Investment Advisory firm - SEC (6/14/2013 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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(8/26/2026)

RR

Alaska
(8/26/2026)

RR

Arizona
(8/26/2026)

RR

Arkansas
(8/26/2026)

RR

California
(8/26/2026)

RR

Colorado
(8/26/2026)

RR

Connecticut
(8/26/2026)

RR

Delaware
(8/26/2026)

RR

District of Columbia
(8/26/2026)

RR

Florida
(4/13/2021)

IAR

Florida
(4/20/2021)

RR

Georgia
(8/26/2026)

RR

Hawaii
(8/26/2026)

RR

Idaho
(8/26/2026)

RR

Illinois
(8/26/2026)

RR

Indiana
(8/26/2026)

RR

Iowa
(8/26/2026)

RR

Kansas
(8/26/2026)

RR

Kentucky
(8/26/2026)

RR

Louisiana
(8/26/2026)

RR

Maine
(8/26/2026)

RR

Maryland
(8/26/2026)

RR

Massachusetts
(8/26/2026)

RR

Michigan
(8/26/2026)

RR

Minnesota
(8/26/2026)

RR

Mississippi
(8/26/2026)

RR

Missouri
(8/26/2026)

RR

Montana
(8/26/2026)

RR

Nebraska
(8/26/2026)

RR

Nevada
(8/26/2026)

RR

New Hampshire
(8/26/2026)

RR

New Jersey
(8/26/2026)

RR

New Mexico
(8/26/2026)

RR

New York
(8/26/2026)

RR

North Carolina
(8/26/2026)

RR

North Dakota
(8/26/2026)

RR

Ohio
(8/27/2026)

RR

Oklahoma
(8/26/2026)

RR

Oregon
(8/26/2026)

RR

Pennsylvania
(8/26/2026)

RR

Puerto Rico
(8/26/2026)

RR

Rhode Island
(8/26/2026)

RR

South Carolina
(8/26/2026)

RR

South Dakota
(8/26/2026)

RR

Tennessee
(8/26/2026)

RR

Texas
(8/26/2026)

RR

Utah
(8/26/2026)

RR

Vermont
(8/26/2026)

RR

Virgin Islands
(8/26/2026)

RR

Virginia
(8/26/2026)

RR

Washington
(8/26/2026)

RR

West Virginia
(8/26/2026)

RR

Wisconsin
(8/26/2026)

RR

Wyoming
(8/26/2026)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2012About the Series 7 exam

Series 27 — Financial and Operations Principal Examination

Passed Feb 2023About the Series 27 exam

Series 4 — Registered Options Principal Examination

Passed Jun 2021About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed May 2014About the Series 24 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Nov 2013About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Oct 2013About the Series 10 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Marshall Hill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RH

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