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Hillary E Brevig

VANDERBILT ADVISORY SERVICES
Portland, OR
·CRD# 7014848·7 years experience

Professional Summary

Hillary E Brevig is a registered financial advisor currently at VANDERBILT ADVISORY SERVICES located in Portland, Oregon and VANDERBILT SECURITIES, LLC located in Portland, Oregon. Hillary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Hillary has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

VANDERBILT ADVISORY SERVICES·CRD# 116537
RIA
7837 Sw Capitol Hwy., Suite C, Portland, OR 97219
January 19, 2021 - Present
VANDERBILT SECURITIES, LLC·CRD# 5953
BD
7837 Sw Capitol Hwy., Suite C, Portland, OR 97219
October 22, 2020 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP·CRD# 112694
RIA
Portland, OR
October 27, 2020 - December 31, 2021
KMS FINANCIAL SERVICES, INC.·CRD# 3866
RIA
Portland, OR
May 14, 2019 - October 22, 2020
KMS FINANCIAL SERVICES, INC.·CRD# 3866
BD
Portland, OR
January 7, 2019 - October 22, 2020

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Current Firm

VA
VANDERBILT ADVISORY SERVICES

4KAST ADVISORS LLC | WORDEN WEALTH MANAGEMENT | WILLIAMS CAPITAL CORPORATION | WEALTH MARK ADVISORY SERVICES | WEALTH MANAGEMENT STRATEGIES | WCM FINANCIAL MANAGEMENT | WARD FINANCIAL | WALSH FINANCIAL SOLUTIONS | VANDERBILT FINANCIAL GROUP WESTPORT | VANDERBILT ADVISORY SERVICES | THE RETIREMENT OPTIMIZATION GROUP | TAVERNIER WEALTH MANAGEMENT | TASK FORCE INVESTMENTS | STERLING CAPITOL LLC | SQUAW ISLAND LLC. | SKYE HARBOR FINANCIAL | SENTIGENT FINANCIAL SOLUTIONS, LLC | SENIOR WEALTH MANAGEMENT, INC. | RAINBOW INVESTMENT SOLUTIONS | QUALITY FINANCIAL CONCEPTS | PREMAC WEALTH MANAGEMENT | PREFERRED FINANCIAL GROUP | PFG INVESTMENTS, LLC | MOREAU FINANCIAL PLANNING | MMS ASSET MANAGEMENT | MASTERPIECE FINANCIAL GROUP | LUNARIA FINANCIAL | KT WEALTH MANAGEMENT | KING PLAN ADVISORY GROUP | KEYSTONE FINANCIAL EDGE INC | JACK CHITE & ASSOCIATES | J. BROWER & ASSOCIATES | INFINITE INVESTMENT STRATEGIES LLC | ILN SECURITIES LLC | HIRSCH ASSOCIATES | HARBORWISE FINANCIAL | HANSEN'S ADVISORY SERVICES | GRYPHON ASSET MANAGEMENT | GREENVEST | GARDINER PRIVATE WEALTH MANAGEMENT | FORTRESS WEALTH SOLUTIONS, LLC | FAVA WEALTH MANAGEMENT | EVANS GROUP FINANCIAL ADVISORS | ENDEAVOR FINANCIAL GROUP | EMPOWERED INVESTMENTS | CURBELO WEALTH MANAGEMENT GROUP LLC | CORNELIUS ASSET MANAGEMENT | CORE VALUE INVESTMENT GROUP | COMMON INTERESTS | CJW FINANCIAL SERVICES | CHASE KELLY | CHAMBERLAIN GROUP | CENTERED WEALTH | BRIN FINANCIAL | BAKER WEALTH MANAGEMENT | ASTON CONSULTING GROUP | ARK FINANCIAL | AMERICAN CENTURION FINANCIAL | ALPHA WAVE ADVISORS | AFTON CAPITAL MANAGEMENT | ABUNDANCE WEALTH SOLUTIONS

CRD#: 116537 / SEC#: 801-77166
RIA
Registered Investment Advisory firm - SEC (10/23/2012 Approved)
California
Registered Investment Advisory firm - California (11/5/2012 Terminated)
Connecticut
Registered Investment Advisory firm - Connecticut (11/27/2012 Terminated)
Florida
Registered Investment Advisory firm - Florida (10/31/2012 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (11/2/2012 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (10/31/2012 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (11/15/2012 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (10/31/2012 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (10/31/2012 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (11/28/2012 Terminated)
New York
Registered Investment Advisory firm - New York (10/31/2012 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (12/7/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (11/1/2012 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (10/31/2012 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/31/2012 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (10/31/2012 Terminated)
West Virginia
Registered Investment Advisory firm - West Virginia (10/31/2012 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

125 Froehlich Farm Blvd., Woodbury, NY 11797

Phone Number

(631) 845-5100

# of Employees

161

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (12/16/2025)

Regulatory Assets Under Management

Total Number of Accounts

6,470

AUM (Assets Under Management)

$2,111,673,883

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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.

1 - Freelance Writing. Not Investment related. Start date: 06/01/2015. Address: 3825 SE Cesar E Chavez Blvd Portland OR, 97202. Title: Consultant. Duties: Consulting, copywriting, document preparation, editing. Time spent during regular hours: 0%. 2 - Financial software product consulting. Not Investment related. Start date: 03/22/2024. Address: 7837 SW Capitol Hwy Ste C, Portland OR, 97219. Title: Consultant. Duties: Serving as an hourly consultant for companies seeking feedback about use of current financial products, or conducting market research. Time spent during regular hours: 0%. 3 - Fixed Insurance Sales. Investment related. Start date: 01/07/2021. Address: 7837 SW Capitol Hwy Suite C, Portland OR, 97219. Title: Agent. Duties: Life insurance sales. Time spent during regular hours: 5%. 4- Money Coaching using "Wild Money: A Creative Journey to Financial Wisdom". Not Investment related. Start date: 01/07/2021. Address: 7837 SW Capitol Hwy Suite C, Portland OR, 97219. Title: Coach. Duties: Facilitate and moderate 8-10 classes (2 hrs each), providing non-securities related education as necessary and appropriate. No discussion of individual financial situations or advice will be provided. Time spent during regular hours: 0%. 5- Lunaria Financial, Ltd. Investment related. Start date: 01/07/2021. Address: 7837 SW Capitol Hwy Suite C, Portland OR, 97219. Title: Employee. Duties: Working with clients to provide services around financial planning, asset and investment management, financial coaching, writing articles and educational materials, and fulfilling administrative duties. Time spent during regular hours: 95%. 6- Burning Man Box Office. Not Investment related. Start date: 08/25/2022. Address: Black Rock City NV, N/A. Title: Assistant Shift Lead. Duties: Retrieve tickets in ticketing system, issue and take payment, check ID, resolve problematic transactions, assist volunteers. 0% time spent during regular business hours. 7- Retail sales. Start date: 06/01/2025. Address: 7837 SW Capitol Hyw Ste C, Portland, OR 97219. Title: Merchant. Duties: Order books, collect funds from customers. 0% time spent during regular business hours. 8- Reunion coordinator. Not Investment related. Start date: 24/06/2024. Address: 3825 SE Cesar E Chavez Blvd Portland OR, 97202. Title: Social events coordinator. Duties: Coordinate social gatherings for former high school. 0% time spent during regular business hours. 9- Summit Advisors NW. Not Investment related. Start date: 07/01/2021. Address: 3825 SE Cesar E Chavez Blvd Portland OR, 97202. Title: Office Manager. Duties: Respond to emails and phone calls, schedule clients, prepare paperwork. 0% time spent during regular business hours.

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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".
VA
VANDERBILT ADVISORY SERVICES

4KAST ADVISORS LLC | WORDEN WEALTH MANAGEMENT | WILLIAMS CAPITAL CORPORATION | WEALTH MARK ADVISORY SERVICES | WEALTH MANAGEMENT STRATEGIES | WCM FINANCIAL MANAGEMENT | WARD FINANCIAL | WALSH FINANCIAL SOLUTIONS | VANDERBILT FINANCIAL GROUP WESTPORT | VANDERBILT ADVISORY SERVICES | THE RETIREMENT OPTIMIZATION GROUP | TAVERNIER WEALTH MANAGEMENT | TASK FORCE INVESTMENTS | STERLING CAPITOL LLC | SQUAW ISLAND LLC. | SKYE HARBOR FINANCIAL | SENTIGENT FINANCIAL SOLUTIONS, LLC | SENIOR WEALTH MANAGEMENT, INC. | RAINBOW INVESTMENT SOLUTIONS | QUALITY FINANCIAL CONCEPTS | PREMAC WEALTH MANAGEMENT | PREFERRED FINANCIAL GROUP | PFG INVESTMENTS, LLC | MOREAU FINANCIAL PLANNING | MMS ASSET MANAGEMENT | MASTERPIECE FINANCIAL GROUP | LUNARIA FINANCIAL | KT WEALTH MANAGEMENT | KING PLAN ADVISORY GROUP | KEYSTONE FINANCIAL EDGE INC | JACK CHITE & ASSOCIATES | J. BROWER & ASSOCIATES | INFINITE INVESTMENT STRATEGIES LLC | ILN SECURITIES LLC | HIRSCH ASSOCIATES | HARBORWISE FINANCIAL | HANSEN'S ADVISORY SERVICES | GRYPHON ASSET MANAGEMENT | GREENVEST | GARDINER PRIVATE WEALTH MANAGEMENT | FORTRESS WEALTH SOLUTIONS, LLC | FAVA WEALTH MANAGEMENT | EVANS GROUP FINANCIAL ADVISORS | ENDEAVOR FINANCIAL GROUP | EMPOWERED INVESTMENTS | CURBELO WEALTH MANAGEMENT GROUP LLC | CORNELIUS ASSET MANAGEMENT | CORE VALUE INVESTMENT GROUP | COMMON INTERESTS | CJW FINANCIAL SERVICES | CHASE KELLY | CHAMBERLAIN GROUP | CENTERED WEALTH | BRIN FINANCIAL | BAKER WEALTH MANAGEMENT | ASTON CONSULTING GROUP | ARK FINANCIAL | AMERICAN CENTURION FINANCIAL | ALPHA WAVE ADVISORS | AFTON CAPITAL MANAGEMENT | ABUNDANCE WEALTH SOLUTIONS

CRD#: 116537 / SEC#: 801-77166
RIA
Registered Investment Advisory firm - SEC (10/23/2012 Approved)
California
Registered Investment Advisory firm - California (11/5/2012 Terminated)
Connecticut
Registered Investment Advisory firm - Connecticut (11/27/2012 Terminated)
Florida
Registered Investment Advisory firm - Florida (10/31/2012 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (11/2/2012 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (10/31/2012 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (11/15/2012 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (10/31/2012 Terminated)
Minnesota
Registered Investment Advisory firm - Minnesota (10/31/2012 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (11/28/2012 Terminated)
New York
Registered Investment Advisory firm - New York (10/31/2012 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (12/7/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (11/1/2012 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (10/31/2012 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/31/2012 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (10/31/2012 Terminated)
West Virginia
Registered Investment Advisory firm - West Virginia (10/31/2012 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(1/3/2024)
RR
California
(7/14/2022)
RR
Maryland
(1/3/2024)
RR
Oregon
(10/22/2020)
IAR
Oregon
(1/19/2021)
IAR
Texas
(9/8/2022)
RR
Washington
(1/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2019About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2019About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2019About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Hillary E Brevig's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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