Phillip D. Hogan

BEACON HILL WEALTH MANAGEMENT LTD

Victoria, Bc, V8V 3K9

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CRD#: 7768145

Professional summary

Phillip David Hogan is a registered financial advisor currently at BEACON HILL WEALTH MANAGEMENT LTD .

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Phillip 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.

1. Atollo Venture Inc.; Investment Related; 806 Windsong Place, Mill Bay BC, V0R 2P4; Private Canadian Holding Co.; President; Start 12/2015; 8 hrs/month; .5 during trading hours; Investment review, tax, and accounting work for the company and bookkeeping. 2. Phil Hogan Inc.; Not Investment Related; 806 Windsong Place, Mill Bay BC, V0R 2P4; CPA corporation; President; Start 11/2013; 8 hrs/month; 0 during trading hours; Bookkeeping

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip David Hogan'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

April 8, 2024 - Present

BEACON HILL WEALTH MANAGEMENT LTD

Office #1: 1133 Fort Street, Victoria, Bc, V8V 3K9

RIA

CRD#: 325860

Victoria, Bc,

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".

BEACON HILL WEALTH MANAGEMENT LTD

BEACON HILL WEALTH MANAGEMENT | BEACON HILL WEALTH MANAGEMENT LTD

CRD#: 325860 / SEC#: 801-129439

RIA

Registered Investment Advisory firm - (1/26/2024 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

Texas
(4/8/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/10/2023

Uniform Investment Adviser Law Examination

Current Firm

BEACON HILL WEALTH MANAGEMENT LTD

BEACON HILL WEALTH MANAGEMENT | BEACON HILL WEALTH MANAGEMENT LTD

CRD#: 325860 / SEC#: 801-129439

RIA

Registered Investment Advisory firm - (1/26/2024 Approved)

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Contact information

Main Address

1133 Fort Street, Victoria, Bc, V8V 3K9

Mailing Address

Phone number

(778) 433-1314

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BHWM ADV BROCHURE (3/18/2025)

BHWM WRAP BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	233
AUM (Assets Under Management)	$ 105,698,660

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.

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Phillip D. Hogan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip David Hogan's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON HILL WEALTH MANAGEMENT LTD

Primary Firm SEC Registration

BEACON HILL WEALTH MANAGEMENT LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 8/10/2023

Current Firm

BEACON HILL WEALTH MANAGEMENT LTD

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON HILL WEALTH MANAGEMENT LTD

TRUST BUT VERIFY

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