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 listed as SEC-registered in 2026. Ownership is indicated as a mix of a domestic entity and an individual. The firm’s public profile is minimal: it is classified as unclassified in the available record and is not identified as a capital allocator. The record also flags that Hill Securities LLC does not position itself as an active ESG investor, is not a multistate adviser, and is not tied to pension consulting or a related-adviser structure. Public disclosures about the firm’s services, fee arrangements, advisory activities, client segmentation, or industry affiliations were not provided in the source material.
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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