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IH

Ian Hill

COASTEDGE PARTNERS
SAN DIEGO, CA 92121
Some features on this profile are disabled
CRD#: 6466944
IH

Professional summary

Ian Hill is a registered financial advisor currently at COASTEDGE PARTNERS, LLC located in San Diego, California.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ian has worked at 3 firms and has passed the Series 66, Series 3, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Something Active LLC; not investment related; 3170 Madison St, Apt 2, Carlsbad CA 92008; focused on physical activities, training, coaching, and counseling for kids; CEO; Since January 2022; 15 hours per month devoted to this business; zero hours during securities trading hours devoted to this business; manage company's overall operations and finances.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

September 15, 2021 - Present

COASTEDGE PARTNERS, LLC

Office #1: 4655 Executive Drive Suite 325, San Diego, CA 92121
RIA
CRD#: 149685
SAN DIEGO, CA
Past

May 14, 2019 - September 20, 2021

ALLIANZ GLOBAL INVESTORS U.S. LLC

RIA
CRD#: 149003
San Diego, CA
Past

March 25, 2019 - September 20, 2021

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
SAN DIEGO, CA

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".
CP
COASTEDGE PARTNERS, LLC
COASTEDGE PARTNERS, LLC | INTEGRIS, LLC

CRD#: 149685 / SEC#: 801-70877

RIA
Registered Investment Advisory firm - (12/9/2009 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.

Highlighted states indicate IAR registrations

IAR
California
(9/15/2021)
IAR
Texas
(9/16/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/10/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 10/15/2019
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/25/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/8/2019
Securities Industry Essentials Examination

Current Firm

CP
COASTEDGE PARTNERS, LLC
COASTEDGE PARTNERS, LLC | INTEGRIS, LLC

CRD#: 149685 / SEC#: 801-70877

RIA
Registered Investment Advisory firm - (12/9/2009 Approved)
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Contact information

Main Address
4655 Executive Drive Suite 325, San Diego, CA 92121
Mailing Address
Phone number
(858) 997-2777
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 DISCLOSURE BROCHURE (5/1/2025)

Regulatory assets under management

Total Number of Accounts1,151
AUM (Assets Under Management)$ 1,751,672,000

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
01/24/2025
Cover Page
Report
12/22/2023
Cover Page
Report
01/03/2023
Cover Page
Report

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

COASTEDGE PARTNERS, LLC

CRD#: 149685San Diego, CA 92121

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