Hilary S. Disher
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Hilary Sylvester Disher, CFP®, who also goes by Hilary Disher, Hilary Elaine Sylvester, was a registered financial professional .
Hilary is a previously registered financial professional and started their career in finance in 2013. Hilary had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2018
Experience
January 11, 2019 - May 29, 2023
CAVU WEALTH ADVISORS
October 22, 2014 - December 31, 2018
CAVU WEALTH ADVISORS
June 14, 2013 - June 20, 2014
GOLDMAN SACHS WEALTH SERVICES, L.P.
May 8, 2013 - June 20, 2014
MERCER ALLIED COMPANY, L.P.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CAVU WEALTH ADVISORS
CRD#: 151361 / SEC#: 801-122642
Contact information
Regulatory assets under management
| Total Number of Accounts | 69 |
| AUM (Assets Under Management) | $ 110,726,000 |
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.
