Paul B. Hill

PROFESSIONAL FINANCIAL

Pittsford, NY 14534-3827

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CRD#: 866098

Professional summary

Paul Byron Hill, CFP®, ChFC®, CLU® is a registered financial advisor currently at PROFESSIONAL FINANCIAL located in Pittsford, New York.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Paul has worked at 12 firms and has passed the Series 63, Series 7, Series 1 and Series 24 exams.

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 Paul Byron Hill'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®

CFP^®

Certified Financial Planner

Start date: 1983

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

May 24, 2021 - Present

PROFESSIONAL FINANCIAL

Office #1: 1159 Pittsford-victor Rd Suite 120, Pittsford, NY 14534-3827

RIA

CRD#: 125580

Pittsford, NY

Past

August 2, 1995 - October 2, 2000

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

May 23, 1994 - August 18, 1995

PETER FRANCATI, INC.

CRD#: 7796

Past

January 14, 1991 - June 21, 1994

BRENT CAPITAL CORP.

CRD#: 18518

PITTSFORD, NY

Past

September 24, 1990 - November 27, 1990

G. R. PHELPS & CO., INC.

CRD#: 173

Past

November 9, 1989 - July 24, 1990

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

November 9, 1989 - July 24, 1990

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

January 12, 1989 - October 17, 1989

KEOGLER, MORGAN & COMPANY, INC.

CRD#: 16546

ATLANTA, GA

Past

July 5, 1988 - January 20, 1989

LIFEMARK SECURITIES CORP.

CRD#: 16204

Past

January 20, 1984 - July 9, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

January 26, 1983 - February 6, 1984

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Past

May 16, 1979 - January 26, 1983

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

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".

PROFESSIONAL FINANCIAL

PROFESSIONAL FINANCIAL | PROFESSIONAL FINANCIAL STRATEGIES, INC

CRD#: 125580 / SEC#: 801-107130

RIA

Registered Investment Advisory firm - (1/12/2016 Approved)

New York

Registered Investment Advisory firm - (1/15/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(5/24/2021)

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

Series 63

Date: 4/27/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/14/1984

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 5/4/1979

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/29/1996

General Securities Principal Examination

Current Firm

PROFESSIONAL FINANCIAL

PROFESSIONAL FINANCIAL | PROFESSIONAL FINANCIAL STRATEGIES, INC

CRD#: 125580 / SEC#: 801-107130

RIA

Registered Investment Advisory firm - (1/12/2016 Approved)

New York

Registered Investment Advisory firm - (1/15/2016 Terminated)

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Contact information

Main Address

1159 Pittsford-victor Rd Suite 120, Pittsford, NY 14534-3827

Mailing Address

P.o. Box 999, Pittsford, NY 14534-0999

Phone number

(585) 218-9080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & PART 2B (3/28/2025)

Regulatory assets under management

Total Number of Accounts	483
AUM (Assets Under Management)	$ 205,997,246

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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Advisor Monitoring

Firm Stability Insights

Paul B. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Byron Hill's CRS (Customer Relationship Summary).

Certified licenses

Experience

CADARET, GRANT & CO., INC.

PETER FRANCATI, INC.

BRENT CAPITAL CORP.

G. R. PHELPS & CO., INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

KEOGLER, MORGAN & COMPANY, INC.

LIFEMARK SECURITIES CORP.

INTEGRATED RESOURCES EQUITY CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Primary Firm SEC Registration

PROFESSIONAL FINANCIAL

State Registrations and Notice Filings

Exams

Series 63

Date: 4/27/1984

Series 7

Date: 4/14/1984

Series 1

Date: 5/4/1979

Series 24

Date: 1/29/1996

Current Firm

PROFESSIONAL FINANCIAL

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROFESSIONAL FINANCIAL

TRUST BUT VERIFY

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