ZH
Zachary L. Hilty
HILTY WEALTH MANAGEMENT LLC
Bellingham, WA
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CRD#: 7674438
ZH
Professional summary
Zachary Lee Hilty is a registered financial advisor currently at HILTY WEALTH MANAGEMENT LLC located in Bellingham, Washington.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Zachary has worked at 1 firm and has passed the Series 65 exam.
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.
Zachary Hilty two associate-level titles as a Contractor at Billy Farrell Agency (BFA): Talent Development Manager and Senior Associate Photographer. Between these two roles he works approximately 160 hours per month, and of those hours, approximately 50% are during trading hours. During market hours his work is primarily administrative and independent with very flexible time commitments to other team members in terms of meetings and deliverables, making it very easy for him to monitor market activity in real time.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Lee Hilty'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®
NoneExperience
Current
April 7, 2023 - Present
HILTY WEALTH MANAGEMENT LLC
RIA
CRD#: 324529
Bellingham, WA
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
New York(3/6/2024)
IAR
Washington(4/7/2023)
Current Firm
HW
HILTY WEALTH MANAGEMENT LLC
HILTY WEALTH MANAGEMENT LLC
CRD#: 324529 / SEC#:
New York
Registered Investment Advisory firm - (3/6/2024 Approved)Texas
Registered Investment Advisory firm - (5/12/2023 Conditional Restricted)Washington
Registered Investment Advisory firm - (4/7/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Brooklyn, NY
Mailing Address
Phone number
(415) 533-2112
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 1,328,458 |
Red Flags
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