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SP

Sofia Pina

HILLTOP WEALTH ADVISORS
Chapel Hill, NC 27517
Some features on this profile are disabled
CRD#: 7981311
SP

Professional summary

Sofia Pina is a registered financial advisor currently at HILLTOP WEALTH ADVISORS, LLC located in Chapel Hill, North Carolina.

Sofia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Sofia 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sofia Pina'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

January 16, 2026 - Present

HILLTOP WEALTH ADVISORS, LLC

Office #1: 6340 Quadrangle Drive Suite 100, Chapel Hill, NC 27517
RIA
CRD#: 283014
Chapel Hill, NC

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".
HW
HILLTOP WEALTH ADVISORS, LLC
ABIGAIL WEALTH ADVISORS, LLC | HILLTOP WEALTH ADVISORS, LLC

CRD#: 283014 / SEC#: 801-107408

RIA
Registered Investment Advisory firm - (3/16/2016 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
North Carolina
(1/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/16/2026
Uniform Investment Adviser Law Examination

Current Firm

HW
HILLTOP WEALTH ADVISORS, LLC
ABIGAIL WEALTH ADVISORS, LLC | HILLTOP WEALTH ADVISORS, LLC

CRD#: 283014 / SEC#: 801-107408

RIA
Registered Investment Advisory firm - (3/16/2016 Approved)
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Contact information

Main Address
6340 Quadrangle Drive Suite 100, Chapel Hill, NC 27517
Mailing Address
Phone number
(919) 401-1500
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (7 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

DISCLOSURE BROCHURE (2/13/2026)

Regulatory assets under management

Total Number of Accounts1,968
AUM (Assets Under Management)$ 635,538,564

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

HILLTOP WEALTH ADVISORS, LLC

CRD#: 283014Chapel Hill, NC 27517

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