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JH

James P. Hidlay

WASHINGTON AVENUE ADVISORS
Lansing, MI 48910
Some features on this profile are disabled
CRD#: 7249985
JH

Professional summary

James Patrick Hidlay is a registered financial advisor currently at WASHINGTON AVENUE ADVISORS located in Lansing, Michigan.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. James has worked at 2 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Patrick Hidlay'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

May 8, 2020 - Present

WASHINGTON AVENUE ADVISORS

Office #1: 1146 South Washington Avenue, Lansing, MI 48910
RIA
CRD#: 307002
Lansing, MI
Past

April 18, 2020 - May 15, 2020

FINANCIALMD, LLC

RIA
CRD#: 306947
LANSING, MI

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".
WA
WASHINGTON AVENUE ADVISORS
RUSHMAN WEALTH MANAGEMENT | WASHINGTON AVENUE ADVISORS, LLC | WASHINGTON AVENUE ADVISORS

CRD#: 307002 / SEC#: 801-118372

RIA
Registered Investment Advisory firm - (4/17/2020 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
Michigan
(5/8/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/17/2019
Uniform Investment Adviser Law Examination

Current Firm

WA
WASHINGTON AVENUE ADVISORS
RUSHMAN WEALTH MANAGEMENT | WASHINGTON AVENUE ADVISORS, LLC | WASHINGTON AVENUE ADVISORS

CRD#: 307002 / SEC#: 801-118372

RIA
Registered Investment Advisory firm - (4/17/2020 Approved)
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Contact information

Main Address
1146 South Washington Avenue, Lansing, MI 48910
Mailing Address
Phone number
(844) 678-1842
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (16 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

WASHINGTON AVENUE ADVISORS, LLC FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts1,348
AUM (Assets Under Management)$ 286,572,737

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

WASHINGTON AVENUE ADVISORS

CRD#: 307002Lansing, MI 48910

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