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DS

Dominic Stilwell

GREENHILL FINANCIAL PARTNERS
Rutland, VT 05701
Some features on this profile are disabled
CRD#: 7513182
DS

Professional summary

Dominic Stilwell is a registered financial advisor currently at GREENHILL FINANCIAL PARTNERS located in Rutland, Vermont.

Dominic is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Dominic has worked at 3 firms and has passed the Series 66, 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.
Independent licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dominic Stilwell'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

April 23, 2024 - Present

GREENHILL FINANCIAL PARTNERS

Office #1: 18 S Main St, Rutland, VT 05701Office #2: 64 Main St, Montpelier, VT 05602
RIA
CRD#: 329924
Rutland, VT
Past

December 1, 2022 - April 29, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
RUTLAND, VT
Past

December 1, 2022 - April 29, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
RUTLAND, VT
Past

May 24, 2022 - October 24, 2022

EDWARD JONES

RIA
CRD#: 250
RUTLAND, VT
Past

April 30, 2022 - October 24, 2022

EDWARD JONES

BD
CRD#: 250
RUTLAND, VT

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
Vermont
(4/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/30/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/5/2022
Securities Industry Essentials Examination

Current Firm

GF
GREENHILL FINANCIAL PARTNERS
GREENHILL FINANCIAL PARTNERS | GREENHILL FINANCIAL PARTNERS LLC

CRD#: 329924 / SEC#:

Vermont
Registered Investment Advisory firm - (4/19/2024 Approved)
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Contact information

Main Address
18 S Main St, Rutland, VT 05701
Mailing Address
Phone number
(802) 383-6700
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

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

GREENHILL FINANCIAL PARTNERS

CRD#: 329924Rutland, VT 05701

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