David M. Hillner
Professional summary
David Michael Hillner, who also goes by David Hillner, was a registered financial advisor .
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 7, 2026 - Present
December 8, 2021 - August 18, 2026
PRIVATE WEALTH ASSET MANAGEMENT
July 15, 2021 - July 26, 2021
WELLS FARGO CLEARING SERVICES, LLC
April 21, 2021 - July 26, 2021
WELLS FARGO CLEARING SERVICES, LLC
March 9, 2016 - April 4, 2017
CETERA WEALTH SERVICES, LLC
October 9, 2015 - April 4, 2017
CETERA WEALTH SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/7/2026)
Exams
Current firm
No current employment
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.
