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JF

John P. Fizer

MILL HILL MANAGEMENT
SHORT HILLS, NJ 07078
Some features on this profile are disabled
CRD#: 6420748
JF

Professional summary


John Patrick Fizer, who also goes by John P Fizer, John Patrick Fizer, is a registered financial advisor currently at MILL HILL MANAGEMENT located in Short Hills, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 3 firms and has passed the Series 65, Series 63, Series 3, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John P Fizer | John Patrick Fizer

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 John Patrick Fizer's 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®
None

Experience


Current

November 21, 2024 - Present

MILL HILL MANAGEMENT

Office #1: 1200 Morris Turnpike Suite 3005, Short Hills, NJ 07078
RIA
CRD#: 331309
SHORT HILLS, NJ
Past

October 15, 2022 - January 5, 2024

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
New York, NY
Past

September 1, 2022 - January 5, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
New York, NY
Past

October 2, 2019 - July 7, 2022

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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
New Jersey
(11/21/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/15/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 12/23/2019
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/2/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


MH
MILL HILL MANAGEMENT
MILL HILL MANAGEMENT | MILL HILL MANAGEMENT LLC

CRD#: 331309 / SEC#:

New Jersey
Registered Investment Advisory firm - (11/21/2024 Approved)
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Contact information


Main Address
1200 Morris Turnpike Suite 3005, Short Hills, NJ 07078
Mailing Address
Phone number
(201) 539-0115
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 5,500,000

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.

Company Information


MILL HILL MANAGEMENT

CRD#: 331309Short Hills, NJ 07078

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