AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CH

Crystal A. Hill

USI ADVISORS
Knoxville, TN 37902
Some features on this profile are disabled
CRD#: 6708869
CH

Professional summary


Crystal Ann Hill, who also goes by Crystal Ann Fields, Crystal Ann Golden, Crystal Ann Hill, Crystal Ann Smiddy, is a registered financial advisor currently at USI ADVISORS located in Knoxville, Tennessee and USI SECURITIES, INC. located in Knoxville, Tennessee.

Crystal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Crystal has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Crystal Ann Fields | Crystal Ann Golden | Crystal Ann Hill | Crystal Ann Smiddy

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 Crystal Ann Hill'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

June 17, 2020 - Present

USI ADVISORS

Office #1: 900 South Gay Street Ste 1796, Knoxville, TN 37902
RIA
CRD#: 108113
Knoxville, TN
Current

April 3, 2017 - Present

USI SECURITIES, INC.

Office #1: 900 South Gay Street Ste 1796, Knoxville, TN 37902
RIA
BD
CRD#: 43793
Knoxville, TN

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".
UA
USI ADVISORS
USI ADVISORS | USICG ADVISORS INC. | USICG ADVISORS INC | USI ADVISORS, INC.

CRD#: 108113 / SEC#: 801-56622

RIA
Registered Investment Advisory firm - (6/18/1999 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Tennessee
(9/7/2017)
IAR
Tennessee
(6/17/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/15/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


UA
USI ADVISORS
USI ADVISORS | USICG ADVISORS INC. | USICG ADVISORS INC | USI ADVISORS, INC.

CRD#: 108113 / SEC#: 801-56622

RIA
Registered Investment Advisory firm - (6/18/1999 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033
Mailing Address
Phone number
(860) 633-5283
Established
Firm type
Fiscal year end
# of Employees
77

SEC notice filing (49 States and Territories)


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

Documents


Latest Form ADV

Part 2 Brochures

USIA ADV 2A - JULY 2025 (7/3/2025)

Regulatory assets under management


Total Number of Accounts1,346
AUM (Assets Under Management)$ 48,864,913,348

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


USI ADVISORS

CRD#: 108113Knoxville, TN 37902

TRUST BUT VERIFY

Monitor Crystal Hill

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Eric Brian Smith JR.
Eric SmithAdvisorCheck Check Mark
J. W. COLE ADVISORS, INC.
IAR
RR
JACKSONVILLE, FL
Douglas Kelly
Douglas KellyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Latham, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics