Elizabeth S. Hilman
Professional summary
Elizabeth Sullivan Hilman, who also goes by Elizabeth Ann Sullivan, Lizzy Sullivan, is a registered financial advisor currently at MACDOUGALL FINANCIAL COUNSELING located in Boston, Massachusetts.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Elizabeth has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Sullivan Hilman's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 5, 2026 - Present
MACDOUGALL FINANCIAL COUNSELING
July 31, 2024 - May 14, 2026
GOLDMAN SACHS & CO. LLC
August 21, 2018 - July 24, 2024
BARCLAYS CAPITAL INC.
Primary Firm SEC Registration
MACDOUGALL FINANCIAL COUNSELING
CRD#: 104644 / SEC#: 801-33838
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/5/2026)
Exams
Current Firm
MACDOUGALL FINANCIAL COUNSELING
CRD#: 104644 / SEC#: 801-33838
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 426 |
| AUM (Assets Under Management) | $ 424,811,192 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/18/2025 | ||
| 10/11/2024 | ||
| 02/14/2024 |
Red Flags
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