David M. Hillner
Professional summary
David Michael Hillner, who also goes by David Hillner, is a registered financial advisor currently at PRIVATE WEALTH ASSET MANAGEMENT located in San Antonio, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Michael Hillner's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 8, 2021 - Present
PRIVATE WEALTH ASSET MANAGEMENT
Office #1: 112 East Pecan Street Suite #2800, San Antonio, TX 78205July 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
Primary Firm SEC Registration
PRIVATE WEALTH ASSET MANAGEMENT
CRD#: 315819 / SEC#: 801-122065
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/8/2021)
Exams
Current Firm
PRIVATE WEALTH ASSET MANAGEMENT
CRD#: 315819 / SEC#: 801-122065
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,947 |
| AUM (Assets Under Management) | $ 1,849,717,875 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/16/2025 | ||
| 12/06/2024 | ||
| 12/06/2024 | ||
| 01/27/2023 |
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.
