Hill Securities LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 338653
- Registered since
- June 15, 2026
Firm profile
FINTRXOverview
Hill Securities LLC is organized as a limited liability company and is recorded in FINTRX as an SEC-registered adviser with a 2026 registration year. The database identifies ownership as a combination of a domestic entity and an individual and classifies the firm as "unclassified." The snapshot flags Hill Securities LLC as not being a capital allocator, not active on ESG initiatives, and not operating as a multi-state adviser; it is also not flagged as a newly formed adviser in the dataset. The firm did not supply descriptive entries for its advisory or business activities, fee model, or target client segments in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Patrick Shea
CEO & PresidentCRD 838154
Contacts
3 of 6James Okun
Managing PartnerCRD 6342214

Carter Nichols
Capital MarketsCRD 7305200

Mario Habashy
Registered RepresentativeCRD 7665287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 501 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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