Hill Securities LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
338653
Registered since
June 15, 2026

Firm profile

FINTRX

Overview

Hill Securities LLC is organized as a limited liability company and is registered with the SEC in 2026. The firm’s ownership is listed as a domestic entity and individual. In FINTRX data the adviser is categorized as unclassified and is not identified as a capital allocator. The record indicates Hill Securities LLC does not self-report as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not marked as a related adviser. The available disclosures do not include descriptions of the firm’s client segments, fee structure, or the specific advisory services it provides.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Patrick Shea

    Patrick Shea

    CEO & PresidentCRD 838154

Contacts

3 of 7
  • Patrick Hughes

    Patrick Hughes

    PresidentCRD 1938860

  • James Okun

    Managing PartnerCRD 6342214

  • Carter Nichols

    Carter Nichols

    Capital MarketsCRD 7305200

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms